+184.7%
HIMS vs MKSI
+196.7%
-12.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.4% |
| 7D | -2.7% | +6.6% | -9.4% | -5.3% |
| 30D | -12.2% | -8.2% | -4.0% | -9.4% |
| 3M | -3.7% | -16.4% | +12.7% | +1.8% |
| 6M | +25.9% | +23.0% | +2.9% | +13.3% |
| YTD | -14.1% | +68.2% | -82.3% | -32.6% |
| 1Y | -41.6% | +148.6% | -190.2% | -61.3% |
| 3Y | +327.3% | +196.0% | +131.3% | +153.5% |
| 5Y | +207.9% | +87.4% | +120.6% | +104.9% |
| All | +184.7% | +196.7% | -12.0% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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