-41.6%
HIMS vs MSFU
-20.0%
-21.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -2.7% | -2.3% | -0.4% | -2.2% |
| 30D | -12.2% | -6.3% | -5.9% | -10.9% |
| 3M | -3.7% | +40.0% | -43.7% | -15.0% |
| 6M | +25.9% | +30.1% | -4.2% | +9.2% |
| YTD | -14.1% | -10.3% | -3.7% | -21.2% |
| 1Y | -41.6% | -19.0% | -22.6% | -43.9% |
| All | -41.6% | -20.0% | -21.6% | -43.9% |
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