-45.3%
HIMS vs WU
-15.0%
-30.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | 0.0% |
| 7D | -24.1% | -2.0% | -22.1% | -24.1% |
| 30D | -28.8% | +11.4% | -40.2% | -29.6% |
| 3M | -31.4% | -6.8% | -24.6% | -31.1% |
| 6M | -18.3% | -14.6% | -3.6% | -17.6% |
| YTD | -39.2% | -20.6% | -18.6% | -36.3% |
| 1Y | -45.3% | -15.4% | -29.9% | -42.7% |
| All | -45.3% | -15.0% | -30.3% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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