+101.3%
HIMS vs CHD
+70.3%
+31.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | +0.2% |
| 7D | -24.1% | +3.6% | -27.8% | -23.8% |
| 30D | -28.8% | +10.4% | -39.2% | -28.0% |
| 3M | -31.4% | +12.2% | -43.6% | -30.4% |
| 6M | -18.3% | +19.9% | -38.2% | -16.5% |
| YTD | -39.2% | +36.4% | -75.6% | -37.2% |
| 1Y | -45.3% | +35.1% | -80.4% | -43.5% |
| 3Y | +181.9% | +29.2% | +152.7% | +186.7% |
| 5Y | +166.6% | +33.4% | +133.2% | +170.2% |
| All | +101.3% | +70.3% | +31.0% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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