+230.2%
HIMS vs EMB
+7.3%
+222.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.9% |
| 7D | -0.9% | +0.3% | -1.2% | -1.5% |
| 30D | -10.8% | -0.5% | -10.3% | -9.9% |
| 3M | +3.7% | +0.3% | +3.4% | +3.8% |
| 6M | +79.0% | +1.2% | +77.8% | +77.9% |
| YTD | -13.2% | +1.5% | -14.7% | -14.4% |
| 1Y | -43.3% | +4.8% | -48.1% | -47.2% |
| 3Y | +331.4% | +30.4% | +301.0% | +188.8% |
| 5Y | +230.2% | +7.3% | +223.0% | +211.2% |
| All | +230.2% | +7.3% | +222.9% | +211.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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