-41.6%
HIMS vs FDS
-23.8%
-17.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -1.1% |
| 7D | -2.7% | -8.8% | +6.1% | -3.1% |
| 30D | -12.2% | -1.4% | -10.8% | -12.2% |
| 3M | -3.7% | +13.9% | -17.6% | -3.2% |
| 6M | +25.9% | +27.4% | -1.5% | +27.0% |
| YTD | -14.1% | -2.5% | -11.6% | -20.5% |
| 1Y | -41.6% | -23.8% | -17.8% | -49.9% |
| All | -41.6% | -23.8% | -17.8% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FDS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling