+332.7%
HIMS vs MSFU
+72.2%
+260.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.6% |
| 7D | -0.9% | -3.2% | +2.2% | +0.1% |
| 30D | -10.8% | -3.1% | -7.7% | -10.3% |
| 3M | +3.7% | +35.3% | -31.6% | -10.9% |
| 6M | +79.0% | +31.6% | +47.4% | +53.5% |
| YTD | -13.2% | -9.5% | -3.7% | -15.1% |
| 1Y | -43.3% | -18.4% | -24.8% | -41.9% |
| 3Y | +331.4% | +26.9% | +304.5% | +238.7% |
| All | +332.7% | +72.2% | +260.5% | +190.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling