+141.5%
HIMS vs FIX
+1,026.2%
-884.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.7% |
| 7D | -24.1% | +9.4% | -33.5% | -27.9% |
| 30D | -28.8% | -27.8% | -1.0% | -18.2% |
| 3M | -31.4% | -35.6% | +4.1% | -17.5% |
| 6M | -18.3% | -45.2% | +27.0% | +5.8% |
| YTD | -39.2% | +19.5% | -58.7% | -49.2% |
| 1Y | -45.3% | +24.2% | -69.5% | -55.2% |
| 3Y | +181.9% | +494.2% | -312.3% | -8.2% |
| All | +141.5% | +1,026.2% | -884.7% | -51.7% |
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