-45.0%
HIMS vs SW
+25.8%
-70.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -1.5% | -8.2% | -9.6% |
| 7D | -18.9% | +4.7% | -23.6% | -19.2% |
| 30D | -18.4% | +5.0% | -23.4% | -18.7% |
| 3M | -24.0% | -7.3% | -16.6% | -23.7% |
| 6M | -8.6% | +15.0% | -23.6% | -8.2% |
| YTD | -25.9% | +18.5% | -44.4% | -28.1% |
| 1Y | -45.0% | +27.1% | -72.1% | -47.5% |
| All | -45.0% | +25.8% | -70.8% | -47.5% |
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