+180.7%
HIMS vs MDY
+105.6%
+75.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.5% |
| 7D | -0.7% | -1.9% | +1.1% | +1.0% |
| 30D | -8.2% | -4.6% | -3.6% | -4.0% |
| 3M | -4.7% | -1.2% | -3.5% | -3.2% |
| 6M | +6.3% | +9.2% | -2.9% | -0.5% |
| YTD | -15.3% | +13.1% | -28.3% | -22.9% |
| 1Y | -46.9% | +13.0% | -59.9% | -51.4% |
| 3Y | +321.3% | +49.2% | +272.1% | +233.4% |
| 5Y | +215.8% | +47.2% | +168.6% | +155.1% |
| All | +180.7% | +105.6% | +75.2% | +118.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling