+309.9%
HIMS vs BUD
+50.2%
+259.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -3.9% | +0.3% | -4.2% | -3.9% |
| 30D | -12.4% | -5.7% | -6.8% | -13.1% |
| 3M | -1.1% | +3.1% | -4.2% | -1.0% |
| 6M | +68.4% | +7.9% | +60.6% | +68.5% |
| YTD | -14.7% | +27.3% | -42.0% | -14.5% |
| 1Y | -42.4% | +37.8% | -80.2% | -42.5% |
| All | +309.9% | +50.2% | +259.7% | +276.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling