+101.3%
HIMS vs A
+136.2%
-34.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.3% |
| 7D | -24.1% | -0.5% | -23.7% | -24.0% |
| 30D | -28.8% | 0.0% | -28.8% | -28.6% |
| 3M | -31.4% | +16.7% | -48.1% | -36.4% |
| 6M | -18.3% | +54.8% | -73.1% | -35.4% |
| YTD | -39.2% | +28.8% | -68.0% | -47.2% |
| 1Y | -45.3% | +19.3% | -64.6% | -50.5% |
| 3Y | +181.9% | +65.5% | +116.3% | +110.2% |
| 5Y | +166.6% | +12.1% | +154.6% | +131.8% |
| All | +101.3% | +136.2% | -34.9% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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