+101.3%
HIMS vs BTI
+190.6%
-89.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | 0.0% |
| 7D | -24.1% | +1.6% | -25.8% | -24.1% |
| 30D | -28.8% | +9.2% | -38.1% | -29.0% |
| 3M | -31.4% | +9.6% | -41.1% | -31.6% |
| 6M | -18.3% | -2.4% | -15.8% | -17.9% |
| YTD | -39.2% | +14.2% | -53.5% | -40.3% |
| 1Y | -45.3% | +20.3% | -65.6% | -46.6% |
| 3Y | +181.9% | +147.4% | +34.4% | +143.5% |
| 5Y | +166.6% | +155.4% | +11.2% | +130.9% |
| All | +101.3% | +190.6% | -89.3% | +71.6% |
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