+182.8%
HIMS vs WBD
+0.2%
+182.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -3.9% | -1.8% | -2.1% | -3.5% |
| 30D | -12.4% | +8.8% | -21.2% | -14.4% |
| 3M | -1.1% | +4.6% | -5.7% | -2.5% |
| 6M | +68.4% | +1.1% | +67.4% | +67.7% |
| YTD | -14.7% | -2.0% | -12.7% | -14.5% |
| 1Y | -42.4% | +140.0% | -182.4% | -55.3% |
| 3Y | +304.5% | +144.4% | +160.1% | +203.1% |
| 5Y | +237.5% | -0.2% | +237.7% | +179.4% |
| All | +182.8% | +0.2% | +182.6% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 all: compounded portfolio wealth divided by compounded WBD 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…
all analysis · Full analysis span regression · 6 months rolling