+180.7%
HIMS vs BHP
+183.7%
-3.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -0.7% | -3.6% | +2.9% | +0.6% |
| 30D | -8.2% | -1.2% | -7.0% | -7.6% |
| 3M | -4.7% | +1.2% | -5.9% | -4.9% |
| 6M | +6.3% | +21.4% | -15.1% | -0.3% |
| YTD | -15.3% | +50.4% | -65.7% | -26.0% |
| 1Y | -46.9% | +67.5% | -114.4% | -55.2% |
| 3Y | +321.3% | +72.8% | +248.5% | +250.5% |
| 5Y | +215.8% | +112.6% | +103.2% | +151.4% |
| All | +180.7% | +183.7% | -3.0% | +119.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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