+112.3%
HIMS vs FIX
+2,843.2%
-2,730.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.0% | +3.7% | +7.0% |
| 7D | -21.9% | +6.4% | -28.4% | -23.9% |
| 30D | -32.1% | -29.1% | -3.0% | -24.2% |
| 3M | -31.8% | -31.1% | -0.6% | -23.7% |
| 6M | -28.6% | -42.8% | +14.2% | -15.0% |
| YTD | -35.9% | +24.6% | -60.6% | -43.0% |
| 1Y | -47.6% | +21.9% | -69.6% | -53.1% |
| 3Y | +205.6% | +524.9% | -319.3% | +65.5% |
| 5Y | +170.3% | +1,092.2% | -922.0% | +25.9% |
| All | +112.3% | +2,843.2% | -2,730.9% | -4.5% |
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