+327.3%
HIMS vs DOW
-35.5%
+362.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -2.7% | -6.0% | +3.3% | -1.6% |
| 30D | -12.2% | -2.7% | -9.4% | -11.7% |
| 3M | -3.7% | -10.5% | +6.7% | -1.8% |
| 6M | +25.9% | -12.4% | +38.3% | +25.5% |
| YTD | -14.1% | +30.0% | -44.1% | -27.6% |
| 1Y | -41.6% | +27.8% | -69.4% | -51.0% |
| All | +327.3% | -35.5% | +362.7% | +442.8% |
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