-37.7%
HIMS vs WSM
+44.0%
-81.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.5% | -2.7% | +0.5% |
| 7D | -9.1% | +8.0% | -17.1% | -12.7% |
| 30D | -10.1% | +13.5% | -23.6% | -15.8% |
| 3M | -17.1% | +8.8% | -25.9% | -20.8% |
| 6M | -2.2% | +54.7% | -56.9% | -21.8% |
| YTD | -17.9% | +53.3% | -71.2% | -33.5% |
| 1Y | -37.7% | +41.1% | -78.8% | -47.9% |
| All | -37.7% | +44.0% | -81.7% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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