+210.1%
HIMS vs BDX
-2.2%
+212.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | 0.0% |
| 7D | -0.7% | -3.2% | +2.4% | +0.1% |
| 30D | -8.2% | -2.5% | -5.7% | -7.5% |
| 3M | -4.7% | +21.4% | -26.1% | -10.3% |
| 6M | +6.3% | +10.4% | -4.1% | +3.1% |
| YTD | -15.3% | +18.8% | -34.1% | -20.6% |
| 1Y | -46.9% | +21.7% | -68.5% | -50.9% |
| 3Y | +321.3% | -10.0% | +331.2% | +346.1% |
| All | +210.1% | -2.2% | +212.4% | +200.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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