+320.2%
HIMS vs ZCMD
-100.0%
+420.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.6% |
| 7D | -1.4% | -2.0% | +0.7% | -1.3% |
| 30D | -10.1% | -19.8% | +9.8% | -9.8% |
| 3M | -1.2% | -62.1% | +60.8% | -2.5% |
| 6M | +16.9% | -99.5% | +116.4% | +26.9% |
| YTD | -15.5% | -99.7% | +84.3% | -5.9% |
| 1Y | -42.6% | -99.9% | +57.3% | -34.1% |
| All | +320.2% | -100.0% | +420.2% | +367.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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