+187.4%
HIMS vs FIX
+4,076.8%
-3,889.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +0.8% |
| 7D | -0.9% | +6.1% | -7.0% | -3.1% |
| 30D | -10.8% | -2.7% | -8.2% | -10.2% |
| 3M | +3.7% | -10.9% | +14.6% | +7.2% |
| 6M | +79.0% | +29.0% | +50.0% | +61.8% |
| YTD | -13.2% | +76.9% | -90.1% | -30.6% |
| 1Y | -43.3% | +130.7% | -174.0% | -58.8% |
| 3Y | +331.4% | +790.7% | -459.3% | +109.4% |
| 5Y | +230.2% | +2,185.6% | -1,955.3% | +36.1% |
| All | +187.4% | +4,076.8% | -3,889.3% | +16.2% |
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