+101.3%
HIMS vs MTSI
+906.3%
-805.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.6% | +5.6% | +2.3% |
| 7D | -24.1% | +10.0% | -34.1% | -27.4% |
| 30D | -28.8% | -20.3% | -8.5% | -23.5% |
| 3M | -31.4% | -24.4% | -7.0% | -26.2% |
| 6M | -18.3% | -39.2% | +20.9% | -5.6% |
| YTD | -39.2% | +35.5% | -74.7% | -51.5% |
| 1Y | -45.3% | +43.0% | -88.3% | -57.3% |
| 3Y | +181.9% | +196.3% | -14.4% | +59.0% |
| 5Y | +166.6% | +210.0% | -43.4% | +42.7% |
| All | +101.3% | +906.3% | -805.0% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 10y: compounded portfolio wealth divided by compounded MTSI 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…
10y analysis · Full analysis span regression · 6 months rolling