+331.4%
HIMS vs BWA
+72.9%
+258.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.5% |
| 7D | -0.9% | +4.3% | -5.2% | -3.0% |
| 30D | -10.8% | -2.9% | -7.9% | -9.6% |
| 3M | +3.7% | -12.4% | +16.1% | +9.7% |
| 6M | +79.0% | +28.6% | +50.4% | +58.5% |
| YTD | -13.2% | +48.2% | -61.5% | -32.1% |
| 1Y | -43.3% | +50.9% | -94.2% | -56.4% |
| 3Y | +331.4% | +72.2% | +259.2% | +169.1% |
| All | +331.4% | +72.9% | +258.5% | +169.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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