+327.3%
HIMS vs EMR
+60.1%
+267.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | +0.1% |
| 7D | -2.7% | +0.9% | -3.6% | -3.6% |
| 30D | -12.2% | -5.0% | -7.2% | -8.6% |
| 3M | -3.7% | +5.9% | -9.6% | -8.6% |
| 6M | +25.9% | +7.3% | +18.6% | +17.4% |
| YTD | -14.1% | +14.6% | -28.6% | -25.8% |
| 1Y | -41.6% | +15.6% | -57.3% | -50.3% |
| All | +327.3% | +60.1% | +267.2% | +237.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling