+187.4%
HIMS vs MTZ
+285.1%
-97.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.8% | -2.1% | +0.4% |
| 7D | -0.9% | +3.6% | -4.5% | -2.2% |
| 30D | -10.8% | -9.6% | -1.2% | -7.9% |
| 3M | +3.7% | -31.9% | +35.6% | +16.2% |
| 6M | +79.0% | -13.8% | +92.8% | +84.7% |
| YTD | -13.2% | +13.3% | -26.5% | -18.6% |
| 1Y | -43.3% | +39.3% | -82.5% | -50.3% |
| 3Y | +331.4% | +168.3% | +163.0% | +214.6% |
| 5Y | +230.2% | +166.4% | +63.8% | +136.2% |
| All | +187.4% | +285.1% | -97.7% | +96.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling