+182.8%
HIMS vs BUD
-8.0%
+190.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -3.9% | +0.3% | -4.2% | -4.0% |
| 30D | -12.4% | -5.7% | -6.8% | -11.6% |
| 3M | -1.1% | +3.1% | -4.2% | -2.2% |
| 6M | +68.4% | +7.9% | +60.6% | +64.8% |
| YTD | -14.7% | +27.3% | -42.0% | -19.8% |
| 1Y | -42.4% | +37.8% | -80.2% | -47.0% |
| 3Y | +304.5% | +49.8% | +254.7% | +256.6% |
| 5Y | +237.5% | +43.8% | +193.7% | +198.8% |
| All | +182.8% | -8.0% | +190.7% | +147.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling