+207.7%
HIMS vs DOCU
-71.0%
+278.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.7% | +9.7% | +8.7% |
| 7D | -6.1% | -5.5% | -0.5% | -4.0% |
| 30D | -12.0% | +12.6% | -24.6% | -16.1% |
| 3M | -12.3% | +36.4% | -48.7% | -23.1% |
| 6M | -3.3% | +66.8% | -70.1% | -23.5% |
| YTD | -19.9% | +13.5% | -33.4% | -26.9% |
| 1Y | -37.4% | +11.3% | -48.7% | -42.4% |
| 3Y | +314.0% | +92.1% | +222.0% | +203.9% |
| All | +207.7% | -71.0% | +278.7% | +225.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling