-44.1%
HIMS vs IWD
+29.9%
-74.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +2.0% | -13.8% | -15.4% |
| 7D | -9.1% | +1.3% | -10.4% | -11.1% |
| 30D | -25.8% | +3.6% | -29.4% | -30.4% |
| 3M | -27.4% | +2.3% | -29.7% | -30.5% |
| 6M | -18.9% | +13.0% | -31.9% | -36.5% |
| YTD | -29.4% | +26.2% | -55.5% | -55.8% |
| All | -44.1% | +29.9% | -74.0% | -67.4% |
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