+331.4%
HIMS vs BBWI
-44.4%
+375.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.7% |
| 7D | -0.9% | +1.6% | -2.5% | -1.6% |
| 30D | -10.8% | -6.2% | -4.6% | -9.8% |
| 3M | +3.7% | +4.3% | -0.7% | +0.4% |
| 6M | +79.0% | -7.2% | +86.1% | +79.8% |
| YTD | -13.2% | -3.0% | -10.2% | -15.6% |
| 1Y | -43.3% | -30.8% | -12.5% | -37.9% |
| 3Y | +331.4% | -43.4% | +374.8% | +382.9% |
| All | +331.4% | -44.4% | +375.8% | +382.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 3y: compounded portfolio wealth divided by compounded BBWI 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…
3y analysis · Full analysis span regression · 6 months rolling