+230.2%
HIMS vs CPB
-38.5%
+268.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.9% |
| 7D | -0.9% | -8.2% | +7.3% | -2.2% |
| 30D | -10.8% | -5.6% | -5.2% | -11.6% |
| 3M | +3.7% | +3.0% | +0.7% | +4.6% |
| 6M | +79.0% | -12.7% | +91.7% | +75.1% |
| YTD | -13.2% | -18.0% | +4.7% | -15.6% |
| 1Y | -43.3% | -31.7% | -11.5% | -45.6% |
| 3Y | +331.4% | -41.0% | +372.3% | +304.8% |
| 5Y | +230.2% | -38.4% | +268.6% | +207.1% |
| All | +230.2% | -38.5% | +268.8% | +207.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling