+184.7%
HIMS vs BEN
+59.6%
+125.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | -0.3% |
| 7D | -2.7% | +3.4% | -6.1% | -4.3% |
| 30D | -12.2% | +1.8% | -14.0% | -13.0% |
| 3M | -3.7% | +8.4% | -12.1% | -6.7% |
| 6M | +25.9% | +35.6% | -9.7% | +10.5% |
| YTD | -14.1% | +46.4% | -60.4% | -27.7% |
| 1Y | -41.6% | +46.3% | -87.9% | -50.9% |
| 3Y | +327.3% | +54.6% | +272.6% | +247.2% |
| 5Y | +207.9% | +39.4% | +168.6% | +155.3% |
| All | +184.7% | +59.6% | +125.1% | +129.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling