+180.0%
HIMS vs MRSH
+98.4%
+81.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | -1.4% | -5.9% | +4.6% | +0.3% |
| 30D | -10.1% | -7.3% | -2.8% | -8.3% |
| 3M | -1.2% | +6.7% | -7.9% | -4.4% |
| 6M | +16.9% | +3.0% | +13.9% | +13.9% |
| YTD | -15.5% | -2.9% | -12.6% | -15.9% |
| 1Y | -42.6% | -9.0% | -33.6% | -41.6% |
| 3Y | +320.2% | -4.3% | +324.5% | +316.1% |
| 5Y | +215.0% | +19.4% | +195.6% | +186.6% |
| All | +180.0% | +98.4% | +81.6% | +143.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling