+184.7%
HIMS vs CPB
-39.7%
+224.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.5% | -0.9% |
| 7D | -2.7% | -8.0% | +5.3% | -4.0% |
| 30D | -12.2% | -2.4% | -9.8% | -12.5% |
| 3M | -3.7% | +0.5% | -4.3% | -3.3% |
| 6M | +25.9% | -10.5% | +36.4% | +23.7% |
| YTD | -14.1% | -17.5% | +3.5% | -16.3% |
| 1Y | -41.6% | -31.0% | -10.6% | -44.3% |
| 3Y | +327.3% | -40.6% | +367.9% | +301.1% |
| 5Y | +207.9% | -37.7% | +245.7% | +195.5% |
| All | +184.7% | -39.7% | +224.3% | +165.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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