+187.4%
HIMS vs BND
+6.2%
+181.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.7% | +1.7% |
| 7D | -0.9% | +0.1% | -1.1% | -1.1% |
| 30D | -10.8% | -0.4% | -10.5% | -10.5% |
| 3M | +3.7% | -0.2% | +3.9% | +4.1% |
| 6M | +79.0% | -1.2% | +80.1% | +81.4% |
| YTD | -13.2% | -0.3% | -12.9% | -12.7% |
| 1Y | -43.3% | +0.4% | -43.6% | -43.2% |
| 3Y | +331.4% | +13.4% | +318.0% | +294.0% |
| 5Y | +230.2% | -1.5% | +231.8% | +204.1% |
| All | +187.4% | +6.2% | +181.2% | +163.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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