-43.3%
HIMS vs M
+31.9%
-75.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.3% |
| 7D | -0.9% | +2.4% | -3.3% | -1.6% |
| 30D | -10.8% | -11.6% | +0.8% | -8.1% |
| 3M | +3.7% | +1.6% | +2.1% | +3.4% |
| 6M | +79.0% | +25.2% | +53.8% | +71.4% |
| YTD | -13.2% | +3.8% | -17.0% | -13.4% |
| 1Y | -43.3% | +36.3% | -79.6% | -49.1% |
| All | -43.3% | +31.9% | -75.2% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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