+182.8%
HIMS vs DRI
+109.7%
+73.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -3.9% | +0.6% | -4.5% | -4.0% |
| 30D | -12.4% | +3.8% | -16.3% | -13.3% |
| 3M | -1.1% | +13.0% | -14.1% | -4.4% |
| 6M | +68.4% | +8.3% | +60.1% | +64.3% |
| YTD | -14.7% | +20.6% | -35.3% | -19.1% |
| 1Y | -42.4% | +6.5% | -48.9% | -44.0% |
| 3Y | +304.5% | +53.7% | +250.8% | +263.7% |
| 5Y | +237.5% | +72.7% | +164.8% | +194.5% |
| All | +182.8% | +109.7% | +73.0% | +133.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling