+187.4%
HIMS vs MDY
+108.1%
+79.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.3% | +2.3% |
| 7D | -0.9% | +1.0% | -2.0% | -1.9% |
| 30D | -10.8% | -3.1% | -7.7% | -8.1% |
| 3M | +3.7% | +1.8% | +1.8% | +2.5% |
| 6M | +79.0% | +10.8% | +68.2% | +65.7% |
| YTD | -13.2% | +14.4% | -27.7% | -21.9% |
| 1Y | -43.3% | +15.2% | -58.5% | -48.9% |
| 3Y | +331.4% | +51.2% | +280.2% | +237.3% |
| 5Y | +230.2% | +47.2% | +183.0% | +164.4% |
| All | +187.4% | +108.1% | +79.4% | +121.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling