+207.9%
HIMS vs CDNS
+71.8%
+136.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.1% |
| 7D | -2.7% | -7.2% | +4.5% | +2.4% |
| 30D | -12.2% | -14.3% | +2.1% | -2.2% |
| 3M | -3.7% | -27.2% | +23.5% | +20.4% |
| 6M | +25.9% | -4.5% | +30.4% | +29.7% |
| YTD | -14.1% | -9.0% | -5.1% | -10.7% |
| 1Y | -41.6% | -21.3% | -20.3% | -32.7% |
| 3Y | +327.3% | +19.6% | +307.7% | +242.1% |
| 5Y | +207.9% | +71.5% | +136.4% | +68.1% |
| All | +207.9% | +71.8% | +136.2% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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