+215.0%
HIMS vs CBOE
+145.0%
+70.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBOE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.8% |
| 7D | -1.4% | -3.7% | +2.3% | -1.7% |
| 30D | -10.1% | +2.0% | -12.0% | -9.9% |
| 3M | -1.2% | -4.2% | +3.0% | -1.1% |
| 6M | +16.9% | +1.2% | +15.7% | +16.0% |
| YTD | -15.5% | +15.4% | -30.9% | -17.5% |
| 1Y | -42.6% | +23.5% | -66.1% | -44.3% |
| 3Y | +320.2% | +93.2% | +227.0% | +242.5% |
| 5Y | +215.0% | +142.0% | +73.1% | +119.4% |
| All | +215.0% | +145.0% | +70.1% | +119.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CBOE.
Daily Out/Under-Performance
Portfolio return minus CBOE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBOE 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 CBOE 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