-37.7%
HIMS vs MSFU
-2.2%
-35.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +13.5% | -9.7% | -0.5% |
| 7D | -9.1% | +8.2% | -17.2% | -11.4% |
| 30D | -10.1% | +10.2% | -20.3% | -12.8% |
| 3M | -17.1% | +22.9% | -40.0% | -22.6% |
| 6M | -2.2% | +63.2% | -65.4% | -17.8% |
| YTD | -17.9% | +11.7% | -29.6% | -31.8% |
| 1Y | -37.7% | -3.5% | -34.2% | -45.1% |
| All | -37.7% | -2.2% | -35.5% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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