-42.4%
HIMS vs RMD
-14.6%
-27.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -3.9% | -5.0% | +1.1% | -3.5% |
| 30D | -12.4% | +2.2% | -14.7% | -12.7% |
| 3M | -1.1% | +17.8% | -18.9% | -2.5% |
| 6M | +68.4% | -11.3% | +79.8% | +75.4% |
| YTD | -14.7% | -4.4% | -10.2% | -12.1% |
| 1Y | -42.4% | -15.7% | -26.7% | -34.3% |
| All | -42.4% | -14.6% | -27.8% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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