+165.3%
HIMS vs MTSI
+814.9%
-649.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +10.8% | -2.8% | +3.6% |
| 7D | -6.1% | -10.0% | +3.9% | -2.2% |
| 30D | -12.0% | -37.2% | +25.2% | +4.9% |
| 3M | -12.3% | -30.1% | +17.7% | -2.2% |
| 6M | -3.3% | -31.9% | +28.6% | +6.0% |
| YTD | -19.9% | +23.2% | -43.1% | -33.2% |
| 1Y | -37.4% | +26.4% | -63.8% | -48.3% |
| 3Y | +314.0% | +186.2% | +127.9% | +138.5% |
| 5Y | +212.1% | +187.0% | +25.1% | +73.9% |
| All | +165.3% | +814.9% | -649.6% | +36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling