+184.7%
HIMS vs ALL
+179.3%
+5.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.7% | -2.2% | -0.5% | -2.6% |
| 30D | -12.2% | -5.6% | -6.6% | -11.9% |
| 3M | -3.7% | +17.2% | -21.0% | -5.6% |
| 6M | +25.9% | +23.2% | +2.7% | +22.6% |
| YTD | -14.1% | +23.6% | -37.7% | -16.5% |
| 1Y | -41.6% | +29.2% | -70.8% | -43.7% |
| 3Y | +327.3% | +153.8% | +173.4% | +285.0% |
| 5Y | +207.9% | +116.1% | +91.9% | +179.9% |
| All | +184.7% | +179.3% | +5.4% | +154.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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