+180.7%
HIMS vs BEN
+57.4%
+123.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -0.7% | -3.1% | +2.4% | +0.7% |
| 30D | -8.2% | +0.2% | -8.4% | -8.4% |
| 3M | -4.7% | +6.8% | -11.6% | -7.1% |
| 6M | +6.3% | +38.1% | -31.8% | -7.3% |
| YTD | -15.3% | +44.3% | -59.6% | -28.2% |
| 1Y | -46.9% | +42.6% | -89.4% | -54.8% |
| 3Y | +321.3% | +52.3% | +269.0% | +244.6% |
| 5Y | +215.8% | +37.6% | +178.2% | +163.5% |
| All | +180.7% | +57.4% | +123.4% | +127.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling