+182.8%
HIMS vs DOCU
+8.6%
+174.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -1.6% |
| 7D | -3.9% | +6.9% | -10.8% | -6.0% |
| 30D | -12.4% | +19.0% | -31.4% | -17.4% |
| 3M | -1.1% | +34.3% | -35.4% | -11.5% |
| 6M | +68.4% | +48.0% | +20.4% | +44.8% |
| YTD | -14.7% | 0.0% | -14.7% | -17.1% |
| 1Y | -42.4% | -10.3% | -32.1% | -42.3% |
| 3Y | +304.5% | +32.4% | +272.1% | +257.8% |
| 5Y | +237.5% | -77.9% | +315.5% | +291.5% |
| All | +182.8% | +8.6% | +174.2% | +201.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling