+215.0%
HIMS vs MUB
+0.7%
+214.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | +0.1% |
| 7D | -1.4% | -1.2% | -0.1% | +1.7% |
| 30D | -10.1% | -2.8% | -7.3% | -3.7% |
| 3M | -1.2% | -3.1% | +1.8% | +6.8% |
| 6M | +16.9% | -2.9% | +19.8% | +26.4% |
| YTD | -15.5% | -2.0% | -13.5% | -10.5% |
| 1Y | -42.6% | 0.0% | -42.5% | -41.8% |
| 3Y | +320.2% | +7.4% | +312.8% | +260.8% |
| 5Y | +215.0% | +0.8% | +214.3% | +169.0% |
| All | +215.0% | +0.7% | +214.3% | +169.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling