+302.2%
HIMS vs DOCS
+9.5%
+292.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | +0.5% |
| 7D | -3.9% | -1.4% | -2.5% | -3.5% |
| 30D | -12.4% | +21.8% | -34.3% | -19.5% |
| 3M | -1.1% | +27.3% | -28.4% | -10.4% |
| 6M | +68.4% | -0.3% | +68.8% | +63.2% |
| YTD | -14.7% | -40.5% | +25.8% | -2.5% |
| 1Y | -42.4% | -61.5% | +19.1% | -24.6% |
| All | +302.2% | +9.5% | +292.7% | +299.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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