+207.9%
HIMS vs DOV
+16.3%
+191.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | +0.4% |
| 7D | -2.7% | +1.3% | -4.1% | -3.8% |
| 30D | -12.2% | -8.6% | -3.5% | -5.5% |
| 3M | -3.7% | -13.1% | +9.4% | +6.8% |
| 6M | +25.9% | -8.8% | +34.7% | +33.1% |
| YTD | -14.1% | -1.2% | -12.8% | -16.4% |
| 1Y | -41.6% | +10.7% | -52.3% | -49.6% |
| 3Y | +327.3% | +39.3% | +288.0% | +218.4% |
| 5Y | +207.9% | +16.4% | +191.5% | +159.7% |
| All | +207.9% | +16.3% | +191.6% | +159.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling