+230.2%
HIMS vs ED
+71.7%
+158.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.7% | +1.9% |
| 7D | -0.9% | +0.5% | -1.5% | -0.8% |
| 30D | -10.8% | +1.1% | -11.9% | -10.4% |
| 3M | +3.7% | +4.6% | -1.0% | +5.1% |
| 6M | +79.0% | -2.0% | +80.9% | +79.8% |
| YTD | -13.2% | +11.7% | -24.9% | -11.2% |
| 1Y | -43.3% | +15.7% | -59.0% | -41.6% |
| 3Y | +331.4% | +34.4% | +297.0% | +331.1% |
| 5Y | +230.2% | +67.3% | +162.9% | +188.2% |
| All | +230.2% | +71.7% | +158.6% | +188.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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