+34.8%
DIS vs HIMS
+308.1%
-273.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.7% |
| 7D | -2.6% | -3.9% | +1.3% | -2.4% |
| 30D | +3.5% | -12.4% | +15.9% | +3.9% |
| 3M | +6.8% | -1.1% | +7.9% | +6.2% |
| 6M | +3.0% | +68.4% | -65.5% | -1.2% |
| YTD | -6.7% | -14.7% | +7.9% | -7.4% |
| 1Y | -10.1% | -42.4% | +32.3% | -9.2% |
| All | +34.8% | +308.1% | -273.3% | +11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling