+181.9%
HIMS vs BEN
+86.4%
+95.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.3% |
| 7D | -24.1% | +6.8% | -30.9% | -28.3% |
| 30D | -28.8% | +18.0% | -46.8% | -37.1% |
| 3M | -31.4% | +7.5% | -38.9% | -35.3% |
| 6M | -18.3% | +14.7% | -33.0% | -26.0% |
| YTD | -39.2% | +56.1% | -95.3% | -56.5% |
| 1Y | -45.3% | +69.6% | -114.9% | -63.2% |
| 3Y | +181.9% | +87.7% | +94.2% | +79.6% |
| All | +181.9% | +86.4% | +95.5% | +79.6% |
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