+182.8%
HIMS vs MSI
+207.9%
-25.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | -3.9% | -3.7% | -0.2% | -3.0% |
| 30D | -12.4% | +6.8% | -19.3% | -14.1% |
| 3M | -1.1% | +14.3% | -15.4% | -4.9% |
| 6M | +68.4% | -1.6% | +70.0% | +68.4% |
| YTD | -14.7% | +22.8% | -37.5% | -20.7% |
| 1Y | -42.4% | -1.1% | -41.3% | -42.8% |
| 3Y | +304.5% | +70.5% | +234.1% | +226.7% |
| 5Y | +237.5% | +102.8% | +134.7% | +153.7% |
| All | +182.8% | +207.9% | -25.1% | +105.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling