-37.7%
HIMS vs SITM
+47.5%
-85.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SITM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -9.4% | +13.1% | +5.9% |
| 7D | -9.1% | -19.5% | +10.5% | -4.5% |
| 30D | -10.1% | -43.2% | +33.1% | +1.9% |
| 3M | -17.1% | -30.8% | +13.7% | -12.5% |
| 6M | -2.2% | -28.6% | +26.3% | -1.8% |
| YTD | -17.9% | +14.2% | -32.1% | -30.9% |
| 1Y | -37.7% | +44.4% | -82.1% | -49.0% |
| All | -37.7% | +47.5% | -85.2% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SITM.
Daily Out/Under-Performance
Portfolio return minus SITM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SITM 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 SITM 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