+134.1%
HIMS vs FIX
+2,720.6%
-2,586.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +9.4% | -21.2% | -15.1% |
| 7D | -9.1% | -7.2% | -1.9% | -7.9% |
| 30D | -25.8% | -35.1% | +9.3% | -14.6% |
| 3M | -27.4% | -34.3% | +6.9% | -17.6% |
| 6M | -18.9% | -42.9% | +24.1% | -3.4% |
| YTD | -29.4% | +19.5% | -48.8% | -36.3% |
| 1Y | -44.1% | +16.8% | -60.9% | -49.2% |
| 3Y | +246.0% | +506.7% | -260.7% | +89.5% |
| 5Y | +177.1% | +1,046.7% | -869.6% | +30.9% |
| All | +134.1% | +2,720.6% | -2,586.5% | +6.8% |
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