+327.3%
HIMS vs MTZ
+160.8%
+166.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.3% | +0.3% |
| 7D | -2.7% | +2.3% | -5.0% | -4.0% |
| 30D | -12.2% | -10.3% | -1.9% | -7.2% |
| 3M | -3.7% | -31.8% | +28.1% | +15.0% |
| 6M | +25.9% | -19.2% | +45.1% | +32.7% |
| YTD | -14.1% | +10.7% | -24.8% | -26.0% |
| 1Y | -41.6% | +37.5% | -79.2% | -56.5% |
| All | +327.3% | +160.8% | +166.5% | +98.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling