+207.9%
HIMS vs MDT
-20.5%
+228.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.8% |
| 7D | -2.7% | -0.3% | -2.4% | -2.7% |
| 30D | -12.2% | +2.8% | -15.0% | -13.1% |
| 3M | -3.7% | +13.1% | -16.8% | -8.5% |
| 6M | +25.9% | +2.3% | +23.6% | +24.7% |
| YTD | -14.1% | -2.7% | -11.4% | -13.1% |
| 1Y | -41.6% | +0.9% | -42.5% | -42.1% |
| 3Y | +327.3% | +26.8% | +300.4% | +281.1% |
| 5Y | +207.9% | -19.5% | +227.4% | +222.1% |
| All | +207.9% | -20.5% | +228.4% | +222.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling