+230.2%
HIMS vs BUD
+45.2%
+185.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.4% | +1.8% |
| 7D | -0.9% | +0.8% | -1.7% | -1.2% |
| 30D | -10.8% | -4.8% | -6.0% | -9.8% |
| 3M | +3.7% | +1.4% | +2.3% | +2.4% |
| 6M | +79.0% | +9.9% | +69.1% | +72.0% |
| YTD | -13.2% | +26.3% | -39.6% | -21.3% |
| 1Y | -43.3% | +36.1% | -79.4% | -50.2% |
| 3Y | +331.4% | +48.6% | +282.8% | +242.8% |
| 5Y | +230.2% | +45.0% | +185.2% | +162.6% |
| All | +230.2% | +45.2% | +185.1% | +162.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling