+207.9%
HIMS vs BB
-25.5%
+233.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | -0.3% |
| 7D | -2.7% | +1.8% | -4.6% | -3.5% |
| 30D | -12.2% | -12.2% | 0.0% | -7.1% |
| 3M | -3.7% | -12.3% | +8.6% | -0.6% |
| 6M | +25.9% | +122.7% | -96.8% | -18.9% |
| YTD | -14.1% | +104.5% | -118.6% | -42.3% |
| 1Y | -41.6% | +106.7% | -148.3% | -61.1% |
| 3Y | +327.3% | +70.0% | +257.3% | +185.4% |
| 5Y | +207.9% | -27.8% | +235.7% | +233.7% |
| All | +207.9% | -25.5% | +233.4% | +233.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling