+331.4%
HIMS vs DRI
+56.7%
+274.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.3% |
| 7D | -0.9% | -1.2% | +0.3% | -0.6% |
| 30D | -10.8% | -0.4% | -10.4% | -10.9% |
| 3M | +3.7% | +9.5% | -5.8% | -0.7% |
| 6M | +79.0% | +6.5% | +72.5% | +73.0% |
| YTD | -13.2% | +18.4% | -31.7% | -21.0% |
| 1Y | -43.3% | +4.2% | -47.5% | -45.3% |
| 3Y | +331.4% | +57.1% | +274.3% | +244.5% |
| All | +331.4% | +56.7% | +274.7% | +244.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling