-53.4%
HIMS vs HWM
+5.1%
-58.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.3% | -17.9% | -16.8% |
| 7D | -25.6% | -1.8% | -23.8% | -25.4% |
| 30D | -38.1% | -2.7% | -35.4% | -37.8% |
| 3M | -39.8% | -22.7% | -17.0% | -36.4% |
| 6M | -32.3% | -18.9% | -13.4% | -29.8% |
| YTD | -41.1% | +7.1% | -48.2% | -45.5% |
| 1Y | -53.4% | +4.7% | -58.1% | -52.4% |
| All | -53.4% | +5.1% | -58.5% | -52.4% |
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