+207.9%
HIMS vs BBWI
-68.8%
+276.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | +1.4% |
| 7D | -2.7% | -4.4% | +1.7% | -1.2% |
| 30D | -12.2% | -7.4% | -4.8% | -10.8% |
| 3M | -3.7% | -2.2% | -1.5% | -4.9% |
| 6M | +25.9% | -16.3% | +42.2% | +30.9% |
| YTD | -14.1% | -9.1% | -4.9% | -14.7% |
| 1Y | -41.6% | -34.5% | -7.1% | -35.1% |
| 3Y | +327.3% | -47.0% | +374.2% | +389.3% |
| 5Y | +207.9% | -68.8% | +276.8% | +349.4% |
| All | +207.9% | -68.8% | +276.8% | +349.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling