+182.8%
HIMS vs FIX
+3,980.2%
-3,797.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -1.1% |
| 7D | -3.9% | +6.0% | -10.0% | -6.0% |
| 30D | -12.4% | -7.2% | -5.2% | -10.3% |
| 3M | -1.1% | -15.9% | +14.8% | +4.6% |
| 6M | +68.4% | +12.7% | +55.7% | +59.6% |
| YTD | -14.7% | +72.8% | -87.5% | -31.2% |
| 1Y | -42.4% | +122.9% | -165.3% | -57.6% |
| 3Y | +304.5% | +774.3% | -469.8% | +97.9% |
| 5Y | +237.5% | +2,049.5% | -1,812.0% | +40.6% |
| All | +182.8% | +3,980.2% | -3,797.4% | +15.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling