-45.3%
HIMS vs EMR
+28.6%
-73.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -24.1% | +2.5% | -26.6% | -25.7% |
| 30D | -28.8% | +3.3% | -32.1% | -30.3% |
| 3M | -31.4% | +1.7% | -33.1% | -32.1% |
| 6M | -18.3% | +21.7% | -39.9% | -29.0% |
| YTD | -39.2% | +26.8% | -66.0% | -51.8% |
| 1Y | -45.3% | +31.6% | -76.8% | -58.6% |
| All | -45.3% | +28.6% | -73.9% | -58.6% |
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