-37.7%
HIMS vs IWD
+33.0%
-70.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | -1.4% |
| 7D | -9.1% | +2.5% | -11.6% | -13.4% |
| 30D | -10.1% | +6.0% | -16.1% | -19.5% |
| 3M | -17.1% | +3.8% | -20.9% | -22.9% |
| 6M | -2.2% | +16.3% | -18.6% | -28.2% |
| YTD | -17.9% | +27.5% | -45.4% | -50.2% |
| 1Y | -37.7% | +32.8% | -70.5% | -66.7% |
| All | -37.7% | +33.0% | -70.7% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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