-42.6%
HIMS vs MUB
+0.3%
-42.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | +1.6% |
| 7D | -1.4% | -1.2% | -0.1% | +4.2% |
| 30D | -10.1% | -2.8% | -7.3% | +1.9% |
| 3M | -1.2% | -3.1% | +1.8% | +14.2% |
| 6M | +16.9% | -2.9% | +19.8% | +32.6% |
| YTD | -15.5% | -2.0% | -13.5% | -5.7% |
| 1Y | -42.6% | 0.0% | -42.5% | -34.8% |
| All | -42.6% | +0.3% | -42.8% | -34.8% |
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