+207.9%
HIMS vs MTB
+103.4%
+104.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -2.7% | +1.1% | -3.8% | -3.3% |
| 30D | -12.2% | -4.6% | -7.6% | -10.5% |
| 3M | -3.7% | +6.3% | -10.0% | -7.5% |
| 6M | +25.9% | +15.6% | +10.3% | +15.4% |
| YTD | -14.1% | +20.6% | -34.6% | -23.2% |
| 1Y | -41.6% | +22.5% | -64.2% | -48.4% |
| 3Y | +327.3% | +114.4% | +212.8% | +195.4% |
| 5Y | +207.9% | +101.9% | +106.1% | +115.1% |
| All | +207.9% | +103.4% | +104.5% | +115.1% |
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 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