+72.7%
HIMS vs MSTU
-86.5%
+159.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -8.6% | +10.3% | +3.3% |
| 7D | -0.9% | +16.1% | -17.1% | -5.1% |
| 30D | -10.8% | +68.7% | -79.5% | -21.1% |
| 3M | +3.7% | -11.0% | +14.7% | -0.3% |
| 6M | +79.0% | -33.4% | +112.3% | +78.8% |
| YTD | -13.2% | -59.5% | +46.3% | -10.8% |
| 1Y | -43.3% | -93.4% | +50.1% | -21.4% |
| All | +72.7% | -86.5% | +159.2% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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