+210.1%
HIMS vs MRSH
+18.2%
+191.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -0.7% | -4.8% | +4.0% | +1.3% |
| 30D | -8.2% | -6.3% | -1.9% | -5.8% |
| 3M | -4.7% | +5.8% | -10.5% | -9.4% |
| 6M | +6.3% | +2.8% | +3.5% | +1.8% |
| YTD | -15.3% | -3.1% | -12.2% | -15.9% |
| 1Y | -46.9% | -11.3% | -35.6% | -44.4% |
| 3Y | +321.3% | -5.0% | +326.3% | +302.4% |
| All | +210.1% | +18.2% | +191.9% | +121.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling