-41.6%
HIMS vs Z
-64.1%
+22.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.6% |
| 7D | -2.7% | -7.1% | +4.3% | +0.4% |
| 30D | -12.2% | -4.8% | -7.4% | -10.9% |
| 3M | -3.7% | -9.3% | +5.6% | -0.1% |
| 6M | +25.9% | -29.0% | +54.9% | +46.2% |
| YTD | -14.1% | -52.9% | +38.8% | +17.5% |
| 1Y | -41.6% | -63.1% | +21.5% | -17.5% |
| All | -41.6% | -64.1% | +22.5% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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