-37.7%
HIMS vs WMB
+22.7%
-60.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -6.4% | +10.1% | +1.6% |
| 7D | -9.1% | -8.6% | -0.4% | -11.8% |
| 30D | -10.1% | -4.2% | -6.0% | -10.7% |
| 3M | -17.1% | -4.4% | -12.7% | -17.4% |
| 6M | -2.2% | -8.7% | +6.5% | -3.1% |
| YTD | -17.9% | +15.4% | -33.3% | -25.1% |
| 1Y | -37.7% | +23.7% | -61.4% | -47.1% |
| All | -37.7% | +22.7% | -60.4% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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