+88.9%
CVS vs HIMS
+183.3%
-94.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | +4.0% | -3.9% | +7.9% | +4.1% |
| 30D | -2.4% | -12.4% | +10.0% | -2.1% |
| 3M | +2.7% | -1.1% | +3.7% | +2.2% |
| 6M | +21.9% | +68.4% | -46.6% | +18.1% |
| YTD | +24.7% | -14.7% | +39.4% | +24.0% |
| 1Y | +35.4% | -42.4% | +77.8% | +36.2% |
| 3Y | +65.2% | +304.5% | -239.3% | +48.4% |
| 5Y | +30.5% | +237.5% | -207.0% | +16.4% |
| All | +88.9% | +183.3% | -94.4% | +44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling