-37.7%
HIMS vs MTB
+27.0%
-64.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.6% | +3.8% |
| 7D | -9.1% | +2.0% | -11.1% | -8.9% |
| 30D | -10.1% | +2.9% | -13.1% | -10.0% |
| 3M | -17.1% | -10.7% | -6.4% | -18.2% |
| 6M | -2.2% | +6.3% | -8.6% | -5.4% |
| YTD | -17.9% | +13.8% | -31.7% | -21.8% |
| 1Y | -37.7% | +27.7% | -65.4% | -45.1% |
| All | -37.7% | +27.0% | -64.7% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1y: compounded portfolio wealth divided by compounded MTB 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…
1y analysis · Full analysis span regression · 6 months rolling