+184.7%
HIMS vs ADP
+91.2%
+93.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.6% |
| 7D | -2.7% | -5.7% | +2.9% | -0.9% |
| 30D | -12.2% | -3.1% | -9.1% | -11.3% |
| 3M | -3.7% | +15.6% | -19.3% | -9.4% |
| 6M | +25.9% | +20.8% | +5.1% | +15.8% |
| YTD | -14.1% | +4.7% | -18.8% | -16.6% |
| 1Y | -41.6% | -8.3% | -33.3% | -40.4% |
| 3Y | +327.3% | +13.6% | +313.7% | +310.6% |
| 5Y | +207.9% | +45.0% | +162.9% | +184.9% |
| All | +184.7% | +91.2% | +93.5% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 10y: compounded portfolio wealth divided by compounded ADP 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…
10y analysis · Full analysis span regression · 6 months rolling