+187.4%
HIMS vs WPM
+505.5%
-318.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.6% |
| 7D | -0.9% | +7.0% | -8.0% | -3.2% |
| 30D | -10.8% | +15.7% | -26.6% | -14.7% |
| 3M | +3.7% | +35.2% | -31.5% | -5.8% |
| 6M | +79.0% | +6.1% | +72.9% | +74.0% |
| YTD | -13.2% | +32.6% | -45.8% | -21.7% |
| 1Y | -43.3% | +46.9% | -90.2% | -50.4% |
| 3Y | +331.4% | +276.3% | +55.1% | +178.9% |
| 5Y | +230.2% | +260.0% | -29.8% | +110.3% |
| All | +187.4% | +505.5% | -318.0% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 all: compounded portfolio wealth divided by compounded WPM 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…
all analysis · Full analysis span regression · 6 months rolling