-3.5%
HD vs HIMS
-50.2%
+46.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.2% | +4.3% | -0.8% |
| 7D | -0.5% | -18.0% | +17.5% | -0.4% |
| 30D | +18.5% | -33.6% | +52.1% | +18.7% |
| 3M | +2.2% | -34.2% | +36.3% | +2.3% |
| 6M | +13.8% | -21.2% | +35.0% | +14.0% |
| YTD | +3.4% | -39.2% | +42.6% | -0.7% |
| 1Y | -3.5% | -49.4% | +45.9% | -8.6% |
| All | -3.5% | -50.2% | +46.7% | -8.6% |
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