+134.1%
HIMS vs DOCU
+23.4%
+110.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +0.2% | -11.9% | -11.8% |
| 7D | -9.1% | -4.8% | -4.3% | -7.7% |
| 30D | -25.8% | +9.4% | -35.2% | -28.0% |
| 3M | -27.4% | +29.0% | -56.4% | -33.7% |
| 6M | -18.9% | +62.3% | -81.2% | -32.5% |
| YTD | -29.4% | +13.7% | -43.0% | -34.5% |
| 1Y | -44.1% | +11.5% | -55.6% | -47.9% |
| 3Y | +246.0% | +94.2% | +151.8% | +171.0% |
| 5Y | +177.1% | -71.7% | +248.8% | +201.8% |
| All | +134.1% | +23.4% | +110.6% | +138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling