+157.8%
HIMS vs DOCS
-36.0%
+193.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -19.4% |
| 3M | -1.1% | +27.3% | -28.4% | -10.2% |
| 6M | +68.4% | -0.3% | +68.8% | +63.3% |
| YTD | -14.7% | -40.5% | +25.8% | -2.7% |
| 1Y | -42.4% | -61.5% | +19.1% | -24.8% |
| 3Y | +304.5% | +8.2% | +296.4% | +260.9% |
| 5Y | +237.5% | -73.4% | +310.9% | +278.1% |
| All | +157.8% | -36.0% | +193.8% | +177.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling