+184.7%
HIMS vs MKTX
-48.9%
+233.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | -2.7% | +0.3% | -3.0% | -2.8% |
| 30D | -12.2% | +1.0% | -13.1% | -12.3% |
| 3M | -3.7% | +40.8% | -44.5% | -9.7% |
| 6M | +25.9% | -10.9% | +36.8% | +27.3% |
| YTD | -14.1% | -8.6% | -5.5% | -13.8% |
| 1Y | -41.6% | -11.6% | -30.1% | -41.2% |
| 3Y | +327.3% | -24.5% | +351.8% | +329.7% |
| 5Y | +207.9% | -60.7% | +268.7% | +247.9% |
| All | +184.7% | -48.9% | +233.6% | +219.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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