+102.4%
STM vs HIMS
-43.6%
+146.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.7% |
| 7D | +5.2% | -0.9% | +6.2% | +5.3% |
| 30D | -7.4% | -10.8% | +3.5% | -6.1% |
| 3M | -30.6% | +3.7% | -34.3% | -31.4% |
| 6M | +66.4% | +79.0% | -12.6% | +55.1% |
| YTD | +101.1% | -13.2% | +114.4% | +93.4% |
| All | +102.4% | -43.6% | +146.0% | +103.1% |
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