+181.9%
HIMS vs MDT
+57.0%
+124.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.3% |
| 7D | -24.1% | +1.0% | -25.2% | -24.2% |
| 30D | -28.8% | +9.2% | -38.0% | -30.0% |
| 3M | -31.4% | +14.5% | -45.9% | -33.1% |
| 6M | -18.3% | +37.3% | -55.6% | -24.3% |
| YTD | -39.2% | +9.8% | -49.1% | -38.7% |
| 1Y | -45.3% | +10.5% | -55.8% | -44.8% |
| 3Y | +181.9% | +57.4% | +124.4% | +176.9% |
| All | +181.9% | +57.0% | +124.9% | +176.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 3y: compounded portfolio wealth divided by compounded MDT 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…
3y analysis · Full analysis span regression · 6 months rolling