+187.4%
HIMS vs EFA
+101.0%
+86.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.2% |
| 7D | -0.9% | +1.2% | -2.1% | -2.1% |
| 30D | -10.8% | -0.7% | -10.1% | -10.1% |
| 3M | +3.7% | +6.4% | -2.7% | -1.7% |
| 6M | +79.0% | +11.4% | +67.6% | +63.6% |
| YTD | -13.2% | +14.0% | -27.2% | -22.8% |
| 1Y | -43.3% | +20.2% | -63.5% | -51.8% |
| 3Y | +331.4% | +68.2% | +263.2% | +183.0% |
| 5Y | +230.2% | +54.8% | +175.4% | +123.6% |
| All | +187.4% | +101.0% | +86.5% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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