+309.9%
HIMS vs Z
-32.8%
+342.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +0.6% |
| 7D | -3.9% | -3.0% | -0.9% | -2.6% |
| 30D | -12.4% | -4.2% | -8.3% | -11.1% |
| 3M | -1.1% | -3.7% | +2.6% | -0.3% |
| 6M | +68.4% | -24.5% | +93.0% | +90.1% |
| YTD | -14.7% | -49.3% | +34.6% | +14.5% |
| 1Y | -42.4% | -58.7% | +16.3% | -16.1% |
| All | +309.9% | -32.8% | +342.7% | +387.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling