+1,055.3%
DELL vs HIMS
+202.2%
+853.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.7% | -5.1% |
| 7D | -1.9% | -1.4% | -0.5% | -1.7% |
| 30D | +14.9% | -10.1% | +24.9% | +16.2% |
| 3M | +37.2% | -1.2% | +38.4% | +35.8% |
| 6M | +254.0% | +16.9% | +237.1% | +239.9% |
| YTD | +306.1% | -15.5% | +321.6% | +302.8% |
| 1Y | +312.3% | -42.6% | +354.8% | +328.5% |
| 3Y | +654.0% | +320.2% | +333.8% | +422.4% |
| 5Y | +1,055.3% | +215.0% | +840.3% | +639.8% |
| All | +1,055.3% | +202.2% | +853.1% | +639.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling