+187.4%
HIMS vs DE
+354.7%
-167.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.2% |
| 7D | -0.9% | +0.7% | -1.6% | -1.2% |
| 30D | -10.8% | +9.6% | -20.5% | -13.7% |
| 3M | +3.7% | +19.0% | -15.3% | -2.4% |
| 6M | +79.0% | +16.1% | +62.9% | +69.1% |
| YTD | -13.2% | +47.0% | -60.3% | -25.3% |
| 1Y | -43.3% | +43.1% | -86.4% | -50.8% |
| 3Y | +331.4% | +77.5% | +253.9% | +253.8% |
| 5Y | +230.2% | +96.4% | +133.9% | +162.2% |
| All | +187.4% | +354.7% | -167.2% | +114.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling