+230.2%
HIMS vs DAR
-8.5%
+238.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.3% | +0.9% |
| 7D | -0.9% | -0.9% | -0.1% | -0.7% |
| 30D | -10.8% | +13.0% | -23.8% | -14.0% |
| 3M | +3.7% | +15.0% | -11.3% | -1.0% |
| 6M | +79.0% | +26.8% | +52.1% | +65.0% |
| YTD | -13.2% | +86.4% | -99.7% | -29.1% |
| 1Y | -43.3% | +115.1% | -158.3% | -56.1% |
| 3Y | +331.4% | +14.6% | +316.8% | +297.1% |
| 5Y | +230.2% | -8.8% | +239.0% | +210.0% |
| All | +230.2% | -8.5% | +238.8% | +210.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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