+230.2%
HIMS vs WEC
+34.9%
+195.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.6% |
| 7D | -0.9% | +0.8% | -1.8% | -1.0% |
| 30D | -10.8% | +0.3% | -11.2% | -11.0% |
| 3M | +3.7% | -2.9% | +6.6% | +3.6% |
| 6M | +79.0% | -5.9% | +84.9% | +79.5% |
| YTD | -13.2% | +4.1% | -17.4% | -14.5% |
| 1Y | -43.3% | +3.1% | -46.4% | -43.9% |
| 3Y | +331.4% | +40.8% | +290.6% | +304.9% |
| 5Y | +230.2% | +31.7% | +198.5% | +192.5% |
| All | +230.2% | +34.9% | +195.4% | +192.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 5y: compounded portfolio wealth divided by compounded WEC 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…
5y analysis · Full analysis span regression · 6 months rolling