-41.6%
HIMS vs PM
+18.7%
-60.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -0.7% |
| 7D | -2.7% | -1.2% | -1.5% | -3.3% |
| 30D | -12.2% | -0.2% | -12.0% | -12.1% |
| 3M | -3.7% | +4.9% | -8.6% | -1.4% |
| 6M | +25.9% | +9.0% | +16.9% | +30.0% |
| YTD | -14.1% | +17.8% | -31.9% | -6.5% |
| 1Y | -41.6% | +16.8% | -58.4% | -33.6% |
| All | -41.6% | +18.7% | -60.3% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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