+207.7%
HIMS vs DOCS
-51.8%
+259.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -2.0% | +10.1% | +8.8% |
| 7D | -6.1% | -0.8% | -5.3% | -5.8% |
| 30D | -12.0% | +17.4% | -29.4% | -16.9% |
| 3M | -12.3% | +57.4% | -69.7% | -27.5% |
| 6M | -3.3% | +26.5% | -29.8% | -14.9% |
| YTD | -19.9% | -26.6% | +6.7% | -14.0% |
| 1Y | -37.4% | -48.1% | +10.7% | -24.2% |
| 3Y | +314.0% | +52.6% | +261.4% | +209.6% |
| All | +207.7% | -51.8% | +259.5% | +221.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling