+331.4%
HIMS vs MUB
+8.8%
+322.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -0.9% | -0.3% | -0.7% | -0.1% |
| 30D | -10.8% | -1.5% | -9.3% | -7.0% |
| 3M | +3.7% | -1.9% | +5.6% | +9.6% |
| 6M | +79.0% | -1.7% | +80.7% | +88.8% |
| YTD | -13.2% | -0.8% | -12.5% | -10.6% |
| 1Y | -43.3% | +1.5% | -44.7% | -44.4% |
| 3Y | +331.4% | +8.8% | +322.6% | +217.4% |
| All | +331.4% | +8.8% | +322.6% | +217.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling