+184.7%
HIMS vs BUD
-10.7%
+195.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.6% |
| 7D | -2.7% | -1.3% | -1.4% | -2.5% |
| 30D | -12.2% | -6.1% | -6.0% | -11.2% |
| 3M | -3.7% | -3.8% | 0.0% | -3.6% |
| 6M | +25.9% | +8.2% | +17.7% | +23.0% |
| YTD | -14.1% | +23.6% | -37.7% | -18.9% |
| 1Y | -41.6% | +33.4% | -75.1% | -46.0% |
| 3Y | +327.3% | +45.3% | +281.9% | +278.7% |
| 5Y | +207.9% | +44.3% | +163.7% | +173.1% |
| All | +184.7% | -10.7% | +195.4% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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