+230.2%
HIMS vs MDB
-26.9%
+257.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.5% | +5.1% | +2.9% |
| 7D | -0.9% | -18.0% | +17.1% | +5.4% |
| 30D | -10.8% | -10.7% | -0.1% | -8.3% |
| 3M | +3.7% | +1.0% | +2.7% | +1.8% |
| 6M | +79.0% | +31.6% | +47.3% | +56.9% |
| YTD | -13.2% | -15.2% | +1.9% | -13.4% |
| 1Y | -43.3% | +10.1% | -53.4% | -49.4% |
| 3Y | +331.4% | -5.6% | +337.0% | +269.7% |
| 5Y | +230.2% | -24.5% | +254.8% | +172.3% |
| All | +230.2% | -26.9% | +257.1% | +172.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling