-89.7%
HIMZ price history and return analytics
+40.1%
-129.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.2% | -0.2% |
| 7D | -3.4% | -2.0% | -1.4% | +5.6% |
| 30D | -25.7% | -1.4% | -24.3% | -20.0% |
| 3M | -27.4% | +4.7% | -32.2% | -36.6% |
| 6M | -24.1% | +11.4% | -35.5% | -45.9% |
| YTD | -70.3% | +13.1% | -83.3% | -80.3% |
| 1Y | -89.6% | +19.0% | -108.6% | -94.2% |
| All | -89.7% | +40.1% | -129.7% | -96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling