-41.1%
HIMS vs CAPR
+42.0%
-83.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.6% | +5.3% | +1.7% |
| 7D | -0.9% | -9.5% | +8.5% | -0.9% |
| 30D | -10.8% | +121.5% | -132.3% | -11.3% |
| 3M | +3.7% | -65.4% | +69.0% | +4.2% |
| 6M | +79.0% | -67.5% | +146.5% | +80.0% |
| YTD | -13.2% | -68.6% | +55.4% | -12.8% |
| All | -41.1% | +42.0% | -83.1% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling