+181.9%
HIMS vs DOW
-20.1%
+201.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 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% | -32.5% |
| 6M | -18.3% | -13.1% | -5.2% | -15.5% |
| YTD | -39.2% | +46.1% | -85.4% | -49.9% |
| 1Y | -45.3% | +50.0% | -95.3% | -55.7% |
| 3Y | +181.9% | -20.2% | +202.1% | +241.9% |
| All | +181.9% | -20.1% | +201.9% | +241.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling