+207.9%
HIMS vs SSNC
+15.9%
+192.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | 0.0% |
| 7D | -2.7% | -3.9% | +1.2% | -0.2% |
| 30D | -12.2% | -0.2% | -12.0% | -12.3% |
| 3M | -3.7% | +15.9% | -19.7% | -16.0% |
| 6M | +25.9% | +7.5% | +18.4% | +16.1% |
| YTD | -14.1% | -8.2% | -5.9% | -9.6% |
| 1Y | -41.6% | -9.3% | -32.3% | -38.2% |
| 3Y | +327.3% | +48.5% | +278.8% | +198.2% |
| 5Y | +207.9% | +16.0% | +191.9% | +186.8% |
| All | +207.9% | +15.9% | +192.0% | +186.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling