-37.7%
HIMS vs WM
+21.9%
-59.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +5.4% |
| 7D | -9.1% | +5.9% | -15.0% | -3.5% |
| 30D | -10.1% | +15.4% | -25.5% | +5.3% |
| 3M | -17.1% | +6.3% | -23.4% | -11.2% |
| 6M | -2.2% | +5.6% | -7.8% | +6.8% |
| YTD | -17.9% | +9.9% | -27.8% | -5.2% |
| 1Y | -37.7% | +20.8% | -58.5% | -25.1% |
| All | -37.7% | +21.9% | -59.6% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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