+182.8%
HIMS vs CPB
-41.0%
+223.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | -1.0% |
| 7D | -3.9% | -8.6% | +4.7% | -5.3% |
| 30D | -12.4% | -7.2% | -5.2% | -13.6% |
| 3M | -1.1% | +0.9% | -2.0% | -0.5% |
| 6M | +68.4% | -11.8% | +80.3% | +65.3% |
| YTD | -14.7% | -19.4% | +4.8% | -17.2% |
| 1Y | -42.4% | -30.4% | -12.0% | -45.1% |
| 3Y | +304.5% | -40.2% | +344.7% | +279.5% |
| 5Y | +237.5% | -39.5% | +277.0% | +222.3% |
| All | +182.8% | -41.0% | +223.8% | +162.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling