+417.9%
GE vs HIMS
+232.5%
+185.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.9% | -2.7% |
| 7D | -1.2% | -2.7% | +1.5% | -1.0% |
| 30D | -11.3% | -12.2% | +0.9% | -10.5% |
| 3M | -1.4% | -3.7% | +2.3% | -1.9% |
| 6M | +1.2% | +25.9% | -24.7% | -2.5% |
| YTD | +5.9% | -14.1% | +20.0% | +4.7% |
| 1Y | +18.4% | -41.6% | +60.0% | +20.5% |
| 3Y | +271.0% | +327.3% | -56.3% | +168.9% |
| 5Y | +417.9% | +207.9% | +210.0% | +251.2% |
| All | +417.9% | +232.5% | +185.4% | +251.2% |
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