+165.3%
HIMS vs FIX
+2,478.1%
-2,312.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +5.4% | +2.6% | +6.1% |
| 7D | -6.1% | -17.5% | +11.4% | 0.0% |
| 30D | -12.0% | -41.6% | +29.6% | +5.9% |
| 3M | -12.3% | -40.6% | +28.3% | +3.9% |
| 6M | -3.3% | -49.4% | +46.1% | +21.0% |
| YTD | -19.9% | +9.2% | -29.1% | -24.9% |
| 1Y | -37.4% | +6.5% | -43.8% | -40.7% |
| 3Y | +314.0% | +448.7% | -134.7% | +136.3% |
| 5Y | +212.1% | +948.7% | -736.6% | +53.3% |
| All | +165.3% | +2,478.1% | -2,312.8% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 10y: compounded portfolio wealth divided by compounded FIX 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…
10y analysis · Full analysis span regression · 6 months rolling