+207.7%
HIMS vs BIL
+19.8%
+187.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | 0.0% | +8.0% | +7.9% |
| 7D | -6.1% | -0.3% | -5.8% | -5.0% |
| 30D | -12.0% | 0.0% | -12.0% | -10.2% |
| 3M | -12.3% | +0.6% | -12.9% | -8.6% |
| 6M | -3.3% | +1.5% | -4.8% | +3.0% |
| YTD | -19.9% | +2.8% | -22.7% | -13.4% |
| 1Y | -37.4% | +3.3% | -40.7% | -31.7% |
| 3Y | +314.0% | +13.5% | +300.5% | +377.9% |
| All | +207.7% | +19.8% | +187.9% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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