-37.7%
HIMS vs MRSH
+20.0%
-57.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.3% | +0.4% | +4.6% |
| 7D | -9.1% | +9.4% | -18.5% | -6.8% |
| 30D | -10.1% | +23.4% | -33.6% | -4.5% |
| 3M | -17.1% | +9.9% | -27.0% | -15.0% |
| 6M | -2.2% | +26.0% | -28.3% | +2.6% |
| YTD | -17.9% | +15.2% | -33.1% | -13.3% |
| 1Y | -37.7% | +18.4% | -56.1% | -32.8% |
| All | -37.7% | +20.0% | -57.7% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 1y: compounded portfolio wealth divided by compounded MRSH 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…
1y analysis · Full analysis span regression · 6 months rolling