+141.5%
HIMS vs MTB
+61.4%
+80.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | -24.1% | +1.5% | -25.7% | -24.7% |
| 30D | -28.8% | +2.3% | -31.2% | -29.6% |
| 3M | -31.4% | -12.1% | -19.3% | -27.3% |
| 6M | -18.3% | +9.8% | -28.1% | -23.3% |
| YTD | -39.2% | +12.0% | -51.2% | -43.9% |
| 1Y | -45.3% | +22.0% | -67.3% | -51.9% |
| 3Y | +181.9% | +107.6% | +74.2% | +97.5% |
| All | +141.5% | +61.4% | +80.1% | +89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling