-28.6%
HIMS vs HWM
-16.7%
-11.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.3% | +6.5% | +8.6% |
| 7D | -21.9% | +5.0% | -26.9% | -22.2% |
| 30D | -32.1% | +1.5% | -33.6% | -31.9% |
| 3M | -31.8% | -20.3% | -11.5% | -27.5% |
| 6M | -28.6% | -18.0% | -10.6% | -26.7% |
| All | -28.6% | -16.7% | -11.8% | -26.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling