-23.1%
HD vs HIMS
-44.2%
+21.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | -0.1% | -1.0% |
| 7D | -1.8% | -2.7% | +0.9% | -1.8% |
| 30D | -10.8% | -12.2% | +1.3% | -10.8% |
| 3M | -2.7% | -3.7% | +1.1% | -2.7% |
| 6M | -10.3% | +25.9% | -36.2% | -9.9% |
| YTD | -7.8% | -14.1% | +6.3% | -8.5% |
| 1Y | -23.1% | -41.6% | +18.5% | -24.9% |
| All | -23.1% | -44.2% | +21.0% | -24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling