-37.7%
HIMS vs SW
+29.5%
-67.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.1% | -0.3% | +3.4% |
| 7D | -9.1% | +12.1% | -21.1% | -9.9% |
| 30D | -10.1% | +6.6% | -16.7% | -10.7% |
| 3M | -17.1% | -6.0% | -11.1% | -16.9% |
| 6M | -2.2% | +21.5% | -23.7% | -1.8% |
| YTD | -17.9% | +20.3% | -38.2% | -20.2% |
| 1Y | -37.7% | +28.1% | -65.8% | -40.0% |
| All | -37.7% | +29.5% | -67.2% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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