+134.1%
HIMS vs MSCI
+198.6%
-64.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +0.8% | -12.6% | -12.1% |
| 7D | -9.1% | +1.5% | -10.6% | -9.6% |
| 30D | -25.8% | +14.4% | -40.2% | -29.8% |
| 3M | -27.4% | +15.2% | -42.6% | -31.7% |
| 6M | -18.9% | +11.2% | -30.1% | -23.3% |
| YTD | -29.4% | +13.9% | -43.3% | -34.2% |
| 1Y | -44.1% | +12.5% | -56.6% | -47.7% |
| 3Y | +246.0% | +32.3% | +213.7% | +197.1% |
| 5Y | +177.1% | +4.9% | +172.2% | +143.6% |
| All | +134.1% | +198.6% | -64.5% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling