-95.1%
HIMZ vs SPY
+38.7%
-133.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | +1.3% | +16.1% | +11.7% |
| 7D | -44.7% | -0.9% | -43.8% | -42.5% |
| 30D | -60.3% | -2.4% | -57.9% | -54.9% |
| 3M | -65.1% | -1.2% | -64.0% | -62.0% |
| 6M | -72.0% | +3.3% | -75.3% | -73.1% |
| YTD | -86.0% | +12.3% | -98.3% | -89.9% |
| 1Y | -91.5% | +12.4% | -103.9% | -93.7% |
| All | -95.1% | +38.7% | -133.9% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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