-37.7%
HIMS vs SPMO
+11.0%
-48.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.6% | +4.8% |
| 7D | -9.1% | -8.9% | -0.2% | +1.8% |
| 30D | -10.1% | -13.8% | +3.7% | +7.5% |
| 3M | -17.1% | -12.5% | -4.6% | -2.6% |
| 6M | -2.2% | -1.5% | -0.8% | -8.1% |
| YTD | -17.9% | +11.3% | -29.2% | -35.9% |
| 1Y | -37.7% | +11.5% | -49.2% | -51.6% |
| All | -37.7% | +11.0% | -48.7% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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