-37.7%
HIMS vs DHI
+9.6%
-47.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.1% | -4.4% | +2.4% |
| 7D | -9.1% | +9.8% | -18.9% | -10.7% |
| 30D | -10.1% | +17.8% | -28.0% | -13.2% |
| 3M | -17.1% | +4.7% | -21.8% | -18.1% |
| 6M | -2.2% | +10.0% | -12.3% | -4.0% |
| YTD | -17.9% | +10.0% | -27.9% | -21.9% |
| 1Y | -37.7% | +9.1% | -46.8% | -43.2% |
| All | -37.7% | +9.6% | -47.3% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1y: compounded portfolio wealth divided by compounded DHI 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…
1y analysis · Full analysis span regression · 6 months rolling