+71.6%
DHR vs HIMS
+183.3%
-111.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -3.9% | -3.9% | 0.0% | -3.6% |
| 30D | +4.0% | -12.4% | +16.5% | +4.8% |
| 3M | +11.5% | -1.1% | +12.6% | +10.8% |
| 6M | +1.9% | +68.4% | -66.6% | -3.6% |
| YTD | -8.9% | -14.7% | +5.8% | -9.7% |
| 1Y | +5.1% | -42.4% | +47.5% | +6.4% |
| 3Y | -10.3% | +304.5% | -314.8% | -32.4% |
| 5Y | -27.8% | +237.5% | -265.3% | -47.5% |
| All | +71.6% | +183.3% | -111.7% | +1.8% |
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 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