+321.3%
HIMS vs DHI
+21.1%
+300.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.5% | 0.0% |
| 7D | -0.7% | -3.4% | +2.7% | -0.3% |
| 30D | -8.2% | -5.4% | -2.8% | -7.5% |
| 3M | -4.7% | -10.4% | +5.7% | -3.5% |
| 6M | +6.3% | -2.8% | +9.1% | +6.6% |
| YTD | -15.3% | -3.4% | -11.9% | -15.5% |
| 1Y | -46.9% | -22.9% | -23.9% | -45.7% |
| 3Y | +321.3% | +20.7% | +300.6% | +243.7% |
| All | +321.3% | +21.1% | +300.2% | +243.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling