+207.7%
HIMS vs WM
+59.1%
+148.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -2.1% | +10.1% | +7.9% |
| 7D | -6.1% | +1.2% | -7.3% | -6.0% |
| 30D | -12.0% | +13.1% | -25.1% | -11.5% |
| 3M | -12.3% | +3.6% | -16.0% | -12.1% |
| 6M | -3.3% | +8.1% | -11.4% | -3.3% |
| YTD | -19.9% | +8.9% | -28.8% | -20.6% |
| 1Y | -37.4% | +20.3% | -57.7% | -39.4% |
| 3Y | +314.0% | +46.2% | +267.8% | +269.5% |
| All | +207.7% | +59.1% | +148.6% | +149.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling