+215.0%
HIMS vs DE
+97.0%
+118.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.8% | -1.7% |
| 7D | -1.4% | -2.4% | +1.0% | -0.3% |
| 30D | -10.1% | +9.7% | -19.8% | -14.0% |
| 3M | -1.2% | +21.4% | -22.6% | -10.2% |
| 6M | +16.9% | +15.0% | +1.9% | +8.1% |
| YTD | -15.5% | +46.4% | -61.9% | -32.2% |
| 1Y | -42.6% | +45.6% | -88.2% | -54.0% |
| 3Y | +320.2% | +76.8% | +243.4% | +211.0% |
| 5Y | +215.0% | +99.4% | +115.6% | +111.6% |
| All | +215.0% | +97.0% | +118.0% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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