+215.0%
HIMS vs BWA
+86.5%
+128.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -2.0% |
| 7D | -1.4% | -0.1% | -1.3% | -1.4% |
| 30D | -10.1% | -5.5% | -4.6% | -7.3% |
| 3M | -1.2% | -7.6% | +6.4% | +2.8% |
| 6M | +16.9% | +25.0% | -8.1% | +2.2% |
| YTD | -15.5% | +47.0% | -62.4% | -35.8% |
| 1Y | -42.6% | +54.0% | -96.6% | -58.0% |
| 3Y | +320.2% | +70.7% | +249.5% | +176.1% |
| 5Y | +215.0% | +86.7% | +128.4% | +85.6% |
| All | +215.0% | +86.5% | +128.5% | +85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling