-46.7%
HIMS vs SIMO
+96.7%
-143.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.7% | +0.1% | +7.4% |
| 7D | -21.9% | +0.9% | -22.9% | -22.1% |
| 30D | -32.1% | -25.4% | -6.7% | -29.5% |
| 3M | -31.8% | -17.8% | -14.0% | -30.7% |
| 6M | -28.6% | -29.6% | +1.0% | -27.2% |
| YTD | -35.9% | +100.3% | -136.2% | -50.2% |
| All | -46.7% | +96.7% | -143.4% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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