+145.5%
HIMS vs DOC
-14.8%
+160.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.2% | -9.5% | -9.7% |
| 7D | -18.9% | +6.2% | -25.1% | -20.2% |
| 30D | -18.4% | +6.5% | -24.8% | -19.7% |
| 3M | -24.0% | -6.2% | -17.7% | -22.8% |
| 6M | -8.6% | +25.6% | -34.2% | -14.6% |
| YTD | -25.9% | +32.1% | -58.0% | -31.5% |
| 1Y | -45.0% | +20.3% | -65.3% | -48.0% |
| 3Y | +271.3% | +42.7% | +228.6% | +238.0% |
| 5Y | +188.8% | -22.2% | +211.0% | +187.8% |
| All | +145.5% | -14.8% | +160.3% | +141.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling