-46.9%
HIMS vs WAB
+49.7%
-96.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.1% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -8.2% | -4.1% | -4.1% | -6.9% |
| 3M | -4.7% | +8.2% | -12.9% | -7.2% |
| 6M | +6.3% | +15.4% | -9.1% | -2.6% |
| YTD | -15.3% | +33.1% | -48.4% | -28.9% |
| 1Y | -46.9% | +48.1% | -94.9% | -58.3% |
| All | -46.9% | +49.7% | -96.5% | -58.3% |
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