+215.0%
HIMS vs BHP
+112.0%
+103.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.3% | +3.7% | +1.1% |
| 7D | -1.4% | -3.7% | +2.4% | +0.5% |
| 30D | -10.1% | -0.8% | -9.2% | -9.4% |
| 3M | -1.2% | +7.6% | -8.8% | -4.5% |
| 6M | +16.9% | +20.8% | -3.9% | +6.7% |
| YTD | -15.5% | +50.8% | -66.3% | -30.6% |
| 1Y | -42.6% | +70.9% | -113.5% | -55.6% |
| 3Y | +320.2% | +78.0% | +242.2% | +217.2% |
| 5Y | +215.0% | +113.1% | +102.0% | +142.3% |
| All | +215.0% | +112.0% | +103.1% | +142.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling