-45.3%
HIMS vs Z
-59.6%
+14.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.3% | -2.9% | -4.2% |
| 7D | -18.0% | -4.9% | -13.1% | -16.0% |
| 30D | -33.6% | +3.0% | -36.6% | -34.9% |
| 3M | -34.2% | -13.4% | -20.8% | -30.7% |
| 6M | -21.2% | -27.3% | +6.2% | -8.7% |
| YTD | -39.2% | -57.8% | +18.5% | -8.9% |
| All | -45.3% | -59.6% | +14.3% | -17.2% |
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