+184.7%
HIMS vs BDX
+0.2%
+184.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.2% |
| 7D | -2.7% | -3.6% | +0.8% | -2.0% |
| 30D | -12.2% | +0.7% | -12.9% | -12.3% |
| 3M | -3.7% | +19.0% | -22.7% | -7.7% |
| 6M | +25.9% | +10.8% | +15.1% | +22.7% |
| YTD | -14.1% | +20.1% | -34.2% | -18.4% |
| 1Y | -41.6% | +23.1% | -64.7% | -45.1% |
| 3Y | +327.3% | -8.8% | +336.1% | +334.9% |
| 5Y | +207.9% | -1.4% | +209.4% | +205.7% |
| All | +184.7% | +0.2% | +184.5% | +179.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling