-42.4%
HIMS vs MTZ
+30.9%
-73.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -1.3% |
| 7D | -3.9% | -1.6% | -2.3% | -3.3% |
| 30D | -12.4% | -11.1% | -1.4% | -8.2% |
| 3M | -1.1% | -36.7% | +35.6% | +17.0% |
| 6M | +68.4% | -21.9% | +90.4% | +68.4% |
| YTD | -14.7% | +9.1% | -23.8% | -29.8% |
| 1Y | -42.4% | +30.0% | -72.4% | -56.2% |
| All | -42.4% | +30.9% | -73.3% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 1y: compounded portfolio wealth divided by compounded MTZ 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…
1y analysis · Full analysis span regression · 6 months rolling