+101.3%
HIMS vs CI
+106.3%
-4.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -24.1% | +1.2% | -25.3% | -24.3% |
| 30D | -28.8% | +2.6% | -31.4% | -29.1% |
| 3M | -31.4% | +7.4% | -38.9% | -32.1% |
| 6M | -18.3% | -0.1% | -18.2% | -18.5% |
| YTD | -39.2% | +9.7% | -49.0% | -40.3% |
| 1Y | -45.3% | +12.1% | -57.4% | -46.4% |
| 3Y | +181.9% | +7.0% | +174.8% | +172.9% |
| 5Y | +166.6% | +49.7% | +116.9% | +147.2% |
| All | +101.3% | +106.3% | -4.9% | +80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling