+178.9%
HIMS vs ZCMD
-100.0%
+278.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +1.7% |
| 7D | -0.9% | -1.4% | +0.4% | -0.9% |
| 30D | -10.8% | -21.6% | +10.7% | -10.5% |
| 3M | +3.7% | -67.4% | +71.0% | +2.5% |
| 6M | +79.0% | -99.4% | +178.4% | +92.9% |
| YTD | -13.2% | -99.7% | +86.5% | -3.8% |
| 1Y | -43.3% | -99.9% | +56.6% | -35.4% |
| 3Y | +331.4% | -100.0% | +431.4% | +414.0% |
| 5Y | +230.2% | -100.0% | +330.2% | +297.0% |
| All | +178.9% | -100.0% | +278.9% | +239.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling