+210.1%
HIMS vs ZCMD
-100.0%
+310.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.1% | +7.3% | +0.4% |
| 7D | -0.7% | -5.4% | +4.7% | -0.7% |
| 30D | -8.2% | -24.8% | +16.6% | -7.9% |
| 3M | -4.7% | -62.8% | +58.1% | -5.7% |
| 6M | +6.3% | -99.5% | +105.8% | +12.6% |
| YTD | -15.3% | -99.8% | +84.5% | -8.7% |
| 1Y | -46.9% | -99.9% | +53.1% | -41.4% |
| 3Y | +321.3% | -100.0% | +421.3% | +351.2% |
| All | +210.1% | -100.0% | +310.1% | +225.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling