+210.1%
HIMS vs CNC
+10.7%
+199.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.1% |
| 7D | -0.7% | -0.9% | +0.2% | -0.7% |
| 30D | -8.2% | -1.0% | -7.2% | -8.2% |
| 3M | -4.7% | +4.5% | -9.2% | -5.1% |
| 6M | +6.3% | +85.2% | -78.9% | +0.4% |
| YTD | -15.3% | +61.4% | -76.7% | -19.3% |
| 1Y | -46.9% | +94.9% | -141.7% | -50.6% |
| 3Y | +321.3% | 0.0% | +321.3% | +303.1% |
| All | +210.1% | +10.7% | +199.4% | +201.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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