-37.7%
HIMS vs WELL
+37.3%
-75.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.8% | +0.9% | +4.1% |
| 7D | -9.1% | +9.2% | -18.2% | -7.9% |
| 30D | -10.1% | +10.6% | -20.8% | -8.8% |
| 3M | -17.1% | +7.5% | -24.6% | -16.1% |
| 6M | -2.2% | +15.0% | -17.3% | -1.1% |
| YTD | -17.9% | +35.0% | -52.9% | -19.5% |
| 1Y | -37.7% | +36.5% | -74.2% | -44.4% |
| All | -37.7% | +37.3% | -75.0% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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