+215.0%
HIMS vs DVA
+40.8%
+174.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.4% |
| 7D | -1.4% | -0.2% | -1.2% | -1.3% |
| 30D | -10.1% | +1.7% | -11.7% | -10.7% |
| 3M | -1.2% | -8.7% | +7.4% | 0.0% |
| 6M | +16.9% | +19.7% | -2.7% | +8.0% |
| YTD | -15.5% | +59.6% | -75.1% | -30.1% |
| 1Y | -42.6% | +37.1% | -79.7% | -49.8% |
| 3Y | +320.2% | +89.8% | +230.4% | +259.4% |
| 5Y | +215.0% | +47.4% | +167.7% | +182.0% |
| All | +215.0% | +40.8% | +174.2% | +182.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 5y: compounded portfolio wealth divided by compounded DVA 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…
5y analysis · Full analysis span regression · 6 months rolling