+141.5%
HIMS vs BEN
+28.2%
+113.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.3% |
| 7D | -24.1% | +6.8% | -30.9% | -28.5% |
| 30D | -28.8% | +18.0% | -46.8% | -37.5% |
| 3M | -31.4% | +7.5% | -38.9% | -35.6% |
| 6M | -18.3% | +14.7% | -33.0% | -26.5% |
| YTD | -39.2% | +56.1% | -95.3% | -57.4% |
| 1Y | -45.3% | +69.6% | -114.9% | -64.1% |
| 3Y | +181.9% | +87.7% | +94.2% | +64.9% |
| All | +141.5% | +28.2% | +113.2% | +93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling