-49.4%
HIMS vs EMR
+29.8%
-79.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.1% | -5.1% | -5.1% |
| 7D | -18.0% | +2.7% | -20.6% | -19.8% |
| 30D | -33.6% | +2.1% | -35.7% | -34.4% |
| 3M | -34.2% | +2.3% | -36.4% | -35.2% |
| 6M | -21.2% | +22.5% | -43.7% | -32.2% |
| YTD | -39.2% | +27.2% | -66.4% | -52.9% |
| 1Y | -49.4% | +28.0% | -77.5% | -61.6% |
| All | -49.4% | +29.8% | -79.2% | -61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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