+184.7%
HIMS vs DUK
+67.8%
+116.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -1.1% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | -12.2% | +0.2% | -12.4% | -12.1% |
| 3M | -3.7% | -1.9% | -1.8% | -3.8% |
| 6M | +25.9% | -6.5% | +32.4% | +25.3% |
| YTD | -14.1% | +5.4% | -19.5% | -13.6% |
| 1Y | -41.6% | +3.6% | -45.2% | -41.3% |
| 3Y | +327.3% | +48.1% | +279.1% | +326.1% |
| 5Y | +207.9% | +39.6% | +168.4% | +208.2% |
| All | +184.7% | +67.8% | +116.8% | +181.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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