+184.7%
HIMS vs MSI
+202.5%
-17.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | -2.7% | -4.0% | +1.3% | -1.7% |
| 30D | -12.2% | -0.5% | -11.7% | -12.1% |
| 3M | -3.7% | +11.4% | -15.1% | -6.9% |
| 6M | +25.9% | +1.0% | +24.9% | +24.8% |
| YTD | -14.1% | +20.7% | -34.7% | -19.8% |
| 1Y | -41.6% | -2.7% | -38.9% | -41.8% |
| 3Y | +327.3% | +68.2% | +259.1% | +246.0% |
| 5Y | +207.9% | +100.0% | +108.0% | +132.4% |
| All | +184.7% | +202.5% | -17.8% | +108.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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