-49.4%
HIMS vs MUB
-0.1%
-49.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.8% | -4.4% | -1.7% |
| 7D | -18.0% | -0.8% | -17.2% | -14.7% |
| 30D | -33.6% | +2.4% | -36.0% | -39.4% |
| 3M | -34.2% | -1.1% | -33.1% | -28.0% |
| 6M | -21.2% | -1.0% | -20.2% | -12.9% |
| YTD | -39.2% | -0.3% | -38.9% | -36.7% |
| 1Y | -49.4% | 0.0% | -49.4% | -48.4% |
| All | -49.4% | -0.1% | -49.3% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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