+182.8%
HIMS vs MDT
+4.6%
+178.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | -3.9% | +3.2% | -7.1% | -4.6% |
| 30D | -12.4% | +9.5% | -22.0% | -14.3% |
| 3M | -1.1% | +16.0% | -17.0% | -4.8% |
| 6M | +68.4% | +0.2% | +68.2% | +68.3% |
| YTD | -14.7% | -0.3% | -14.4% | -14.7% |
| 1Y | -42.4% | +4.7% | -47.1% | -43.3% |
| 3Y | +304.5% | +26.5% | +278.0% | +279.8% |
| 5Y | +237.5% | -18.2% | +255.7% | +234.1% |
| All | +182.8% | +4.6% | +178.2% | +169.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling