+187.4%
HIMS vs BHP
+199.5%
-12.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | -0.1% | +1.0% |
| 7D | -0.9% | +1.3% | -2.2% | -1.4% |
| 30D | -10.8% | +4.0% | -14.8% | -11.8% |
| 3M | +3.7% | +12.3% | -8.6% | -0.2% |
| 6M | +79.0% | +30.8% | +48.1% | +63.7% |
| YTD | -13.2% | +58.8% | -72.0% | -25.7% |
| 1Y | -43.3% | +76.8% | -120.1% | -53.1% |
| 3Y | +331.4% | +87.5% | +243.9% | +249.8% |
| 5Y | +230.2% | +123.9% | +106.4% | +157.9% |
| All | +187.4% | +199.5% | -12.0% | +120.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling