+331.4%
HIMS vs BEN
+55.5%
+275.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | -0.9% | +4.7% | -5.6% | -4.3% |
| 30D | -10.8% | +2.6% | -13.4% | -12.6% |
| 3M | +3.7% | +11.5% | -7.8% | -3.2% |
| 6M | +79.0% | +35.3% | +43.6% | +44.8% |
| YTD | -13.2% | +48.6% | -61.9% | -35.2% |
| 1Y | -43.3% | +46.7% | -89.9% | -57.3% |
| All | +331.4% | +55.5% | +275.9% | +189.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling