-37.7%
HIMS vs DRI
+34.0%
-71.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.1% | -1.4% | +3.9% |
| 7D | -9.1% | +6.5% | -15.6% | -8.9% |
| 30D | -10.1% | +16.4% | -26.6% | -9.4% |
| 3M | -17.1% | +13.6% | -30.7% | -16.3% |
| 6M | -2.2% | +22.0% | -24.2% | -1.9% |
| YTD | -17.9% | +29.3% | -47.2% | -19.5% |
| 1Y | -37.7% | +32.0% | -69.7% | -39.2% |
| All | -37.7% | +34.0% | -71.7% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling