+180.7%
HIMS vs BTI
+155.3%
+25.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | -8.2% | -1.1% | -7.1% | -8.2% |
| 3M | -4.7% | -8.8% | +4.1% | -4.6% |
| 6M | +6.3% | -4.0% | +10.2% | +5.3% |
| YTD | -15.3% | +0.4% | -15.6% | -16.4% |
| 1Y | -46.9% | +1.9% | -48.8% | -47.7% |
| 3Y | +321.3% | +108.5% | +212.8% | +267.6% |
| 5Y | +215.8% | +118.5% | +97.3% | +175.2% |
| All | +180.7% | +155.3% | +25.4% | +140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling