+182.8%
HIMS vs MDB
+188.7%
-5.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | +0.8% |
| 7D | -3.9% | -17.4% | +13.5% | +1.3% |
| 30D | -12.4% | -2.0% | -10.4% | -12.6% |
| 3M | -1.1% | -3.0% | +1.9% | -1.3% |
| 6M | +68.4% | +48.7% | +19.8% | +45.1% |
| YTD | -14.7% | -12.1% | -2.5% | -15.5% |
| 1Y | -42.4% | +14.5% | -56.9% | -48.2% |
| 3Y | +304.5% | -6.1% | +310.7% | +258.0% |
| 5Y | +237.5% | -27.3% | +264.8% | +181.7% |
| All | +182.8% | +188.7% | -5.9% | +112.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling