-42.4%
HIMS vs WAB
+48.2%
-90.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.7% |
| 7D | -3.9% | -3.2% | -0.7% | -2.8% |
| 30D | -12.4% | -4.4% | -8.0% | -11.0% |
| 3M | -1.1% | +7.9% | -8.9% | -3.6% |
| 6M | +68.4% | +8.7% | +59.7% | +59.3% |
| YTD | -14.7% | +33.0% | -47.6% | -28.7% |
| 1Y | -42.4% | +46.7% | -89.1% | -55.7% |
| All | -42.4% | +48.2% | -90.6% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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