+184.7%
HIMS vs BTG
+120.0%
+64.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.6% | -1.3% |
| 7D | -2.7% | +2.4% | -5.1% | -3.2% |
| 30D | -12.2% | +9.5% | -21.7% | -13.6% |
| 3M | -3.7% | +38.5% | -42.2% | -9.6% |
| 6M | +25.9% | +5.6% | +20.3% | +23.2% |
| YTD | -14.1% | +23.9% | -38.0% | -19.1% |
| 1Y | -41.6% | +32.1% | -73.8% | -45.5% |
| 3Y | +327.3% | +103.2% | +224.1% | +259.2% |
| 5Y | +207.9% | +79.7% | +128.2% | +161.5% |
| All | +184.7% | +120.0% | +64.7% | +144.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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