-37.7%
HIMS vs CART
+61.3%
-99.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.2% | +3.1% |
| 7D | -9.1% | +1.4% | -10.4% | -9.6% |
| 30D | -10.1% | +29.7% | -39.8% | -20.3% |
| 3M | -17.1% | +29.7% | -46.8% | -27.1% |
| 6M | -2.2% | +36.8% | -39.0% | -17.8% |
| YTD | -17.9% | +31.7% | -49.6% | -30.0% |
| 1Y | -37.7% | +62.4% | -100.1% | -48.8% |
| All | -37.7% | +61.3% | -99.0% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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