+187.4%
HIMS vs CPAY
+40.1%
+147.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +2.5% |
| 7D | -0.9% | +0.6% | -1.5% | -1.2% |
| 30D | -10.8% | +3.6% | -14.4% | -12.2% |
| 3M | +3.7% | +16.6% | -12.9% | -3.2% |
| 6M | +79.0% | +29.5% | +49.5% | +61.1% |
| YTD | -13.2% | +35.3% | -48.5% | -23.7% |
| 1Y | -43.3% | +30.6% | -73.9% | -49.8% |
| 3Y | +331.4% | +49.7% | +281.7% | +266.9% |
| 5Y | +230.2% | +54.4% | +175.8% | +167.9% |
| All | +187.4% | +40.1% | +147.3% | +132.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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