-37.7%
HIMS vs SSNC
-3.9%
-33.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.4% | +3.7% |
| 7D | -9.1% | -1.1% | -7.9% | -9.1% |
| 30D | -10.1% | +0.6% | -10.8% | -9.5% |
| 3M | -17.1% | -1.5% | -15.6% | -16.6% |
| 6M | -2.2% | +15.8% | -18.1% | +0.4% |
| YTD | -17.9% | -8.0% | -9.9% | -3.9% |
| 1Y | -37.7% | -5.8% | -31.9% | -29.5% |
| All | -37.7% | -3.9% | -33.7% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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