+182.8%
HIMS vs A
+104.5%
+78.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.7% |
| 7D | -3.9% | -1.9% | -2.0% | -2.9% |
| 30D | -12.4% | +6.9% | -19.4% | -14.9% |
| 3M | -1.1% | +9.2% | -10.3% | -5.1% |
| 6M | +68.4% | +25.7% | +42.8% | +48.4% |
| YTD | -14.7% | +11.5% | -26.2% | -20.1% |
| 1Y | -42.4% | +18.4% | -60.8% | -48.2% |
| 3Y | +304.5% | +26.6% | +277.9% | +246.3% |
| 5Y | +237.5% | -12.8% | +250.3% | +224.5% |
| All | +182.8% | +104.5% | +78.2% | +140.8% |
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