+98.3%
STM vs HIMS
-49.3%
+147.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +12.0% | -24.1% | +36.1% | +16.0% |
| 30D | -0.4% | -28.8% | +28.5% | +4.2% |
| 3M | -13.2% | -31.4% | +18.2% | -9.0% |
| 6M | -26.1% | -18.3% | -7.8% | -24.5% |
| YTD | +81.2% | -39.2% | +120.4% | +76.9% |
| 1Y | +98.3% | -45.3% | +143.6% | +95.5% |
| All | +98.3% | -49.3% | +147.6% | +95.5% |
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