+182.8%
HIMS vs CHD
+48.1%
+134.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.9% | -2.7% | -1.2% | -4.2% |
| 30D | -12.4% | -4.6% | -7.8% | -12.8% |
| 3M | -1.1% | +5.0% | -6.1% | -0.5% |
| 6M | +68.4% | -3.2% | +71.7% | +68.9% |
| YTD | -14.7% | +18.6% | -33.3% | -13.3% |
| 1Y | -42.4% | +4.8% | -47.2% | -41.8% |
| 3Y | +304.5% | +6.1% | +298.4% | +305.5% |
| 5Y | +237.5% | +24.0% | +213.6% | +239.4% |
| All | +182.8% | +48.1% | +134.6% | +183.0% |
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