-37.7%
HIMS vs MDB
-8.5%
-29.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.1% | +5.8% | +4.2% |
| 7D | -9.1% | -16.5% | +7.5% | -5.4% |
| 30D | -10.1% | -8.6% | -1.6% | -8.3% |
| 3M | -17.1% | -13.6% | -3.5% | -15.4% |
| 6M | -2.2% | +24.1% | -26.3% | -6.0% |
| YTD | -17.9% | -21.8% | +3.9% | -19.7% |
| 1Y | -37.7% | -7.7% | -30.0% | -39.3% |
| All | -37.7% | -8.5% | -29.2% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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