+324.5%
HIMS vs DOC
+43.5%
+281.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.1% | +0.6% | +2.6% |
| 7D | -9.1% | +8.7% | -17.8% | -12.0% |
| 30D | -10.1% | +7.6% | -17.8% | -12.7% |
| 3M | -17.1% | -5.3% | -11.8% | -15.5% |
| 6M | -2.2% | +27.6% | -29.8% | -13.3% |
| YTD | -17.9% | +32.4% | -50.3% | -28.1% |
| 1Y | -37.7% | +22.9% | -60.6% | -43.6% |
| All | +324.5% | +43.5% | +281.0% | +271.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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