-54.3%
HIMS vs CAI
-11.0%
-43.3%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.1% |
| 7D | -2.7% | -3.1% | +0.4% | -1.9% |
| 30D | -12.2% | +2.7% | -14.9% | -12.8% |
| 3M | -3.7% | +41.7% | -45.4% | -12.0% |
| 6M | +25.9% | +26.5% | -0.6% | +16.1% |
| YTD | -14.1% | -10.9% | -3.1% | -13.5% |
| 1Y | -41.6% | -29.2% | -12.4% | -37.4% |
| All | -54.3% | -11.0% | -43.3% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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