+182.8%
HIMS vs WEC
+46.0%
+136.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.4% |
| 7D | -3.9% | -0.3% | -3.7% | -3.9% |
| 30D | -12.4% | -1.3% | -11.2% | -12.5% |
| 3M | -1.1% | -3.9% | +2.9% | -1.2% |
| 6M | +68.4% | -8.3% | +76.8% | +68.5% |
| YTD | -14.7% | +3.1% | -17.7% | -14.9% |
| 1Y | -42.4% | +1.9% | -44.3% | -42.5% |
| 3Y | +304.5% | +41.9% | +262.6% | +302.6% |
| 5Y | +237.5% | +30.8% | +206.7% | +236.9% |
| All | +182.8% | +46.0% | +136.8% | +180.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling