+63.1%
HD vs HIMS
+183.3%
-120.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -2.1% | -3.9% | +1.9% | -1.9% |
| 30D | -8.4% | -12.4% | +4.0% | -7.9% |
| 3M | +4.3% | -1.1% | +5.4% | +3.8% |
| 6M | -11.1% | +68.4% | -79.6% | -14.6% |
| YTD | -4.7% | -14.7% | +10.0% | -5.2% |
| 1Y | -19.8% | -42.4% | +22.6% | -18.9% |
| 3Y | +4.1% | +304.5% | -300.4% | -15.9% |
| 5Y | +10.3% | +237.5% | -227.2% | -14.0% |
| All | +63.1% | +183.3% | -120.2% | -7.6% |
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 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