+101.3%
HIMS vs DOV
+130.3%
-29.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -24.1% | +3.0% | -27.1% | -25.3% |
| 30D | -28.8% | +8.6% | -37.4% | -31.7% |
| 3M | -31.4% | +1.9% | -33.3% | -32.4% |
| 6M | -18.3% | -1.7% | -16.6% | -18.6% |
| YTD | -39.2% | +8.3% | -47.6% | -42.5% |
| 1Y | -45.3% | +16.6% | -61.8% | -50.1% |
| 3Y | +181.9% | +65.1% | +116.7% | +134.4% |
| 5Y | +166.6% | +29.2% | +137.5% | +130.5% |
| All | +101.3% | +130.3% | -29.0% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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