+220.3%
HIMS vs RMBS
+267.8%
-47.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.8% | -1.3% |
| 7D | -2.7% | +3.5% | -6.2% | -4.1% |
| 30D | -12.2% | -8.6% | -3.6% | -8.8% |
| 3M | -3.7% | -40.3% | +36.6% | +17.6% |
| 6M | +25.9% | -1.0% | +26.9% | +17.5% |
| YTD | -14.1% | -4.6% | -9.5% | -21.8% |
| 1Y | -41.6% | +17.6% | -59.2% | -53.2% |
| 3Y | +327.3% | +58.6% | +268.6% | +162.9% |
| All | +220.3% | +267.8% | -47.5% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMBS.
Daily Out/Under-Performance
Portfolio return minus RMBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMBS 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 RMBS 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