+331.4%
HIMS vs MSI
+69.3%
+262.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.7% | +1.6% |
| 7D | -0.9% | -5.8% | +4.8% | -1.1% |
| 30D | -10.8% | -1.0% | -9.8% | -10.8% |
| 3M | +3.7% | +14.2% | -10.5% | +3.8% |
| 6M | +79.0% | +1.0% | +77.9% | +81.8% |
| YTD | -13.2% | +21.5% | -34.7% | -14.5% |
| 1Y | -43.3% | -2.1% | -41.1% | -41.0% |
| 3Y | +331.4% | +69.3% | +262.1% | +256.7% |
| All | +331.4% | +69.3% | +262.1% | +256.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling