-42.4%
HIMS vs BNY
+59.6%
-102.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.7% |
| 7D | -3.9% | +1.4% | -5.4% | -5.3% |
| 30D | -12.4% | +3.8% | -16.3% | -16.6% |
| 3M | -1.1% | +14.9% | -16.0% | -15.4% |
| 6M | +68.4% | +40.3% | +28.1% | +11.5% |
| YTD | -14.7% | +43.8% | -58.4% | -47.9% |
| 1Y | -42.4% | +58.9% | -101.3% | -72.4% |
| All | -42.4% | +59.6% | -102.0% | -72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling