+141.5%
HIMS vs RMBS
+240.2%
-98.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +1.3% |
| 7D | -24.1% | +10.3% | -34.4% | -27.6% |
| 30D | -28.8% | -10.7% | -18.1% | -26.2% |
| 3M | -31.4% | -17.2% | -14.2% | -27.1% |
| 6M | -18.3% | -39.0% | +20.8% | -4.7% |
| YTD | -39.2% | -10.5% | -28.7% | -44.2% |
| 1Y | -45.3% | -11.0% | -34.3% | -49.9% |
| 3Y | +181.9% | +31.3% | +150.5% | +90.9% |
| All | +141.5% | +240.2% | -98.7% | -24.3% |
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