-37.7%
HIMS vs BEN
+56.2%
-93.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.7% | -0.9% | +0.5% |
| 7D | -9.1% | +6.7% | -15.8% | -13.1% |
| 30D | -10.1% | +3.0% | -13.2% | -12.1% |
| 3M | -17.1% | -4.3% | -12.8% | -14.9% |
| 6M | -2.2% | +16.4% | -18.6% | -9.1% |
| YTD | -17.9% | +46.8% | -64.7% | -36.8% |
| 1Y | -37.7% | +57.3% | -95.0% | -55.2% |
| All | -37.7% | +56.2% | -93.9% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling