+222.2%
HIMS vs FIX
+2,061.9%
-1,839.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -1.4% |
| 7D | -3.9% | +6.0% | -10.0% | -6.9% |
| 30D | -12.4% | -7.2% | -5.2% | -9.4% |
| 3M | -1.1% | -15.9% | +14.8% | +6.6% |
| 6M | +68.4% | +12.7% | +55.7% | +54.3% |
| YTD | -14.7% | +72.8% | -87.5% | -38.6% |
| 1Y | -42.4% | +122.9% | -165.3% | -64.2% |
| 3Y | +304.5% | +774.3% | -469.8% | +13.3% |
| All | +222.2% | +2,061.9% | -1,839.7% | -49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling