-2.7%
SMCI vs HIMS
-37.8%
+35.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.6% |
| 7D | +6.8% | -3.9% | +10.7% | +7.8% |
| 30D | +30.6% | -12.4% | +43.0% | +34.6% |
| 3M | -15.6% | -1.1% | -14.5% | -16.7% |
| 6M | +21.3% | +68.4% | -47.2% | +7.2% |
| YTD | +35.3% | -14.7% | +49.9% | +40.9% |
| 1Y | -2.7% | -42.4% | +39.7% | +15.4% |
| All | -2.7% | -37.8% | +35.1% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIMS.
Daily Out/Under-Performance
Portfolio return minus HIMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIMS 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 1y: compounded portfolio wealth divided by compounded HIMS 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…
1y analysis · Full analysis span regression · 6 months rolling