+215.0%
HIMS vs BTI
+116.2%
+98.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.6% |
| 7D | -1.4% | -2.0% | +0.6% | -1.4% |
| 30D | -10.1% | -3.4% | -6.6% | -10.1% |
| 3M | -1.2% | -9.0% | +7.8% | -1.4% |
| 6M | +16.9% | -5.0% | +21.9% | +15.2% |
| YTD | -15.5% | -0.3% | -15.2% | -17.2% |
| 1Y | -42.6% | +3.1% | -45.7% | -44.1% |
| 3Y | +320.2% | +111.0% | +209.3% | +236.6% |
| 5Y | +215.0% | +117.0% | +98.0% | +143.9% |
| All | +215.0% | +116.2% | +98.8% | +143.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling