+215.0%
HIMS vs MTZ
+156.0%
+59.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | +0.1% |
| 7D | -1.4% | 0.0% | -1.3% | -1.4% |
| 30D | -10.1% | -14.8% | +4.8% | -3.0% |
| 3M | -1.2% | -30.8% | +29.6% | +15.0% |
| 6M | +16.9% | -22.6% | +39.5% | +26.7% |
| YTD | -15.5% | +6.8% | -22.3% | -22.9% |
| 1Y | -42.6% | +22.1% | -64.7% | -51.3% |
| 3Y | +320.2% | +153.1% | +167.1% | +151.2% |
| 5Y | +215.0% | +161.4% | +53.6% | +73.6% |
| All | +215.0% | +156.0% | +59.1% | +73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling