+101.3%
HIMS vs CHRW
+82.5%
+18.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -24.1% | +7.3% | -31.4% | -24.9% |
| 30D | -28.8% | -3.6% | -25.2% | -28.6% |
| 3M | -31.4% | -9.6% | -21.8% | -30.8% |
| 6M | -18.3% | -17.0% | -1.3% | -17.0% |
| YTD | -39.2% | -15.4% | -23.8% | -38.5% |
| 1Y | -45.3% | -10.0% | -35.3% | -45.2% |
| 3Y | +181.9% | +82.2% | +99.7% | +143.8% |
| 5Y | +166.6% | +59.4% | +107.3% | +142.2% |
| All | +101.3% | +82.5% | +18.8% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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