+222.2%
HIMS vs DAL
+106.7%
+115.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.4% |
| 7D | -3.9% | +0.1% | -4.0% | -4.1% |
| 30D | -12.4% | -13.9% | +1.5% | -5.3% |
| 3M | -1.1% | +1.1% | -2.2% | -2.3% |
| 6M | +68.4% | +26.2% | +42.2% | +46.4% |
| YTD | -14.7% | +16.4% | -31.1% | -23.3% |
| 1Y | -42.4% | +33.9% | -76.3% | -52.3% |
| 3Y | +304.5% | +93.4% | +211.1% | +160.4% |
| All | +222.2% | +106.7% | +115.5% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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