+184.7%
HIMS vs BLK
+189.5%
-4.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.2% | +0.2% |
| 7D | -2.7% | -2.7% | -0.1% | -1.4% |
| 30D | -12.2% | -4.8% | -7.4% | -10.1% |
| 3M | -3.7% | +6.5% | -10.2% | -7.3% |
| 6M | +25.9% | +13.1% | +12.8% | +16.8% |
| YTD | -14.1% | +1.8% | -15.9% | -16.0% |
| 1Y | -41.6% | -1.0% | -40.6% | -41.8% |
| 3Y | +327.3% | +66.0% | +261.3% | +235.4% |
| 5Y | +207.9% | +31.2% | +176.7% | +153.7% |
| All | +184.7% | +189.5% | -4.8% | +118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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