-42.6%
HIMS vs WELL
+41.7%
-84.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.6% | -1.7% |
| 7D | -1.4% | -2.2% | +0.9% | -1.6% |
| 30D | -10.1% | +4.7% | -14.7% | -9.6% |
| 3M | -1.2% | +11.9% | -13.2% | -2.0% |
| 6M | +16.9% | +14.3% | +2.6% | +14.8% |
| YTD | -15.5% | +28.4% | -43.9% | -18.6% |
| 1Y | -42.6% | +42.3% | -84.9% | -45.6% |
| All | -42.6% | +41.7% | -84.2% | -45.6% |
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