-46.9%
HIMS vs MTZ
+26.3%
-73.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.3% | -1.3% |
| 7D | -0.7% | +1.4% | -2.1% | -1.4% |
| 30D | -8.2% | -14.5% | +6.3% | -1.9% |
| 3M | -4.7% | -32.9% | +28.2% | +9.6% |
| 6M | +6.3% | -20.8% | +27.1% | +4.5% |
| YTD | -15.3% | +10.6% | -25.9% | -33.8% |
| 1Y | -46.9% | +27.1% | -73.9% | -62.5% |
| All | -46.9% | +26.3% | -73.1% | -62.5% |
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