+180.0%
HIMS vs DHI
+190.6%
-10.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.0% |
| 7D | -1.4% | -6.1% | +4.8% | +0.2% |
| 30D | -10.1% | -10.1% | 0.0% | -7.7% |
| 3M | -1.2% | -7.3% | +6.1% | +0.4% |
| 6M | +16.9% | -6.1% | +23.0% | +18.5% |
| YTD | -15.5% | -5.0% | -10.5% | -15.4% |
| 1Y | -42.6% | -22.1% | -20.5% | -39.9% |
| 3Y | +320.2% | +19.2% | +301.0% | +273.6% |
| 5Y | +215.0% | +59.4% | +155.6% | +150.4% |
| All | +180.0% | +190.6% | -10.6% | +112.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling