+182.8%
HIMS vs MUB
+9.4%
+173.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.9% | -0.9% | -3.1% | -3.0% |
| 30D | -12.4% | -1.4% | -11.0% | -11.0% |
| 3M | -1.1% | -2.2% | +1.1% | +1.4% |
| 6M | +68.4% | -1.9% | +70.3% | +72.5% |
| YTD | -14.7% | -0.8% | -13.9% | -13.6% |
| 1Y | -42.4% | +2.7% | -45.1% | -43.6% |
| 3Y | +304.5% | +8.6% | +295.9% | +279.0% |
| 5Y | +237.5% | +2.0% | +235.5% | +219.4% |
| All | +182.8% | +9.4% | +173.4% | +162.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling