-37.7%
HIMS vs EFX
-7.5%
-30.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.3% | +3.6% |
| 7D | -9.1% | +9.2% | -18.3% | -9.6% |
| 30D | -10.1% | +34.8% | -44.9% | -11.8% |
| 3M | -17.1% | +8.8% | -25.9% | -17.9% |
| 6M | -2.2% | +12.3% | -14.5% | -3.5% |
| YTD | -17.9% | -10.6% | -7.3% | -19.4% |
| 1Y | -37.7% | -6.7% | -31.0% | -38.7% |
| All | -37.7% | -7.5% | -30.2% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling