+207.7%
HIMS vs CI
+49.9%
+157.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -2.6% | +10.7% | +8.4% |
| 7D | -6.1% | -1.6% | -4.5% | -5.8% |
| 30D | -12.0% | +5.4% | -17.4% | -12.6% |
| 3M | -12.3% | +7.3% | -19.6% | -13.3% |
| 6M | -3.3% | +5.3% | -8.6% | -4.6% |
| YTD | -19.9% | +8.5% | -28.4% | -21.6% |
| 1Y | -37.4% | +17.1% | -54.5% | -39.8% |
| 3Y | +314.0% | +1.4% | +312.6% | +299.4% |
| All | +207.7% | +49.9% | +157.8% | +151.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling