+182.8%
HIMS vs MTB
+90.3%
+92.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -3.9% | +1.7% | -5.6% | -4.4% |
| 30D | -12.4% | -4.2% | -8.3% | -11.6% |
| 3M | -1.1% | +8.9% | -9.9% | -3.8% |
| 6M | +68.4% | +10.9% | +57.6% | +62.6% |
| YTD | -14.7% | +21.5% | -36.1% | -19.8% |
| 1Y | -42.4% | +21.9% | -64.3% | -46.0% |
| 3Y | +304.5% | +109.2% | +195.3% | +238.8% |
| 5Y | +237.5% | +102.0% | +135.5% | +188.6% |
| All | +182.8% | +90.3% | +92.4% | +139.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling