-42.4%
HIMS vs WAT
+41.4%
-83.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | -3.9% | -1.3% | -2.6% | -3.4% |
| 30D | -12.4% | +2.3% | -14.8% | -13.0% |
| 3M | -1.1% | +8.7% | -9.8% | -3.7% |
| 6M | +68.4% | +28.3% | +40.1% | +53.4% |
| YTD | -14.7% | +7.8% | -22.4% | -15.4% |
| 1Y | -42.4% | +36.6% | -79.0% | -42.1% |
| All | -42.4% | +41.4% | -83.8% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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