+165.3%
HIMS vs DOCU
+23.2%
+142.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.7% | +9.7% | +8.6% |
| 7D | -6.1% | -5.5% | -0.5% | -4.3% |
| 30D | -12.0% | +12.6% | -24.6% | -15.5% |
| 3M | -12.3% | +36.4% | -48.7% | -21.4% |
| 6M | -3.3% | +66.8% | -70.1% | -20.3% |
| YTD | -19.9% | +13.5% | -33.4% | -25.8% |
| 1Y | -37.4% | +11.3% | -48.7% | -41.6% |
| 3Y | +314.0% | +92.1% | +222.0% | +225.6% |
| 5Y | +212.1% | -71.0% | +283.1% | +238.9% |
| All | +165.3% | +23.2% | +142.1% | +170.2% |
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