-41.1%
HIMS vs HWM
+29.8%
-70.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -10.7% | +12.4% | +4.9% |
| 7D | -0.9% | -9.2% | +8.2% | +1.5% |
| 30D | -10.8% | -17.9% | +7.0% | -5.5% |
| 3M | +3.7% | -6.0% | +9.7% | +4.5% |
| 6M | +79.0% | -7.4% | +86.3% | +78.5% |
| YTD | -13.2% | +13.1% | -26.3% | -25.0% |
| All | -41.1% | +29.8% | -70.8% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 1y: compounded portfolio wealth divided by compounded HWM 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…
1y analysis · Full analysis span regression · 6 months rolling