+101.3%
HIMS vs DOW
+1.4%
+99.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -24.1% | +5.2% | -29.3% | -24.7% |
| 30D | -28.8% | +13.2% | -42.0% | -30.3% |
| 3M | -31.4% | +10.1% | -41.5% | -32.6% |
| 6M | -18.3% | -13.1% | -5.2% | -16.6% |
| YTD | -39.2% | +46.1% | -85.4% | -46.1% |
| 1Y | -45.3% | +50.0% | -95.3% | -52.0% |
| 3Y | +181.9% | -20.2% | +202.1% | +184.1% |
| 5Y | +166.6% | -27.7% | +194.3% | +172.2% |
| All | +101.3% | +1.4% | +99.9% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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