+187.4%
HIMS vs BTI
+154.9%
+32.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.0% | +1.7% |
| 7D | -0.9% | -1.4% | +0.4% | -0.9% |
| 30D | -10.8% | -7.0% | -3.8% | -10.6% |
| 3M | +3.7% | -6.3% | +10.0% | +3.5% |
| 6M | +79.0% | -2.0% | +80.9% | +76.8% |
| YTD | -13.2% | +0.2% | -13.4% | -14.4% |
| 1Y | -43.3% | +3.8% | -47.0% | -44.3% |
| 3Y | +331.4% | +112.1% | +219.3% | +275.3% |
| 5Y | +230.2% | +113.6% | +116.6% | +188.2% |
| All | +187.4% | +154.9% | +32.6% | +146.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling