+230.2%
HIMS vs DD
+61.7%
+168.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | -0.9% | -0.6% | -0.4% | -0.5% |
| 30D | -10.8% | -7.4% | -3.4% | -6.2% |
| 3M | +3.7% | -6.4% | +10.1% | +8.3% |
| 6M | +79.0% | -2.5% | +81.4% | +80.7% |
| YTD | -13.2% | +10.2% | -23.5% | -20.9% |
| 1Y | -43.3% | +36.9% | -80.2% | -55.9% |
| 3Y | +331.4% | +47.0% | +284.4% | +209.5% |
| 5Y | +230.2% | +63.1% | +167.1% | +118.3% |
| All | +230.2% | +61.7% | +168.5% | +118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DD.
Daily Out/Under-Performance
Portfolio return minus DD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DD 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 DD 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