+182.8%
HIMS vs HWM
+1,164.5%
-981.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -3.9% | -2.1% | -1.8% | -3.5% |
| 30D | -12.4% | -11.0% | -1.5% | -9.2% |
| 3M | -1.1% | +4.0% | -5.1% | -2.8% |
| 6M | +68.4% | -0.2% | +68.7% | +67.1% |
| YTD | -14.7% | +26.7% | -41.3% | -23.1% |
| 1Y | -42.4% | +44.7% | -87.1% | -50.4% |
| 3Y | +304.5% | +426.1% | -121.6% | +143.8% |
| 5Y | +237.5% | +738.5% | -501.0% | +84.6% |
| All | +182.8% | +1,164.5% | -981.7% | +51.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling