+182.8%
HIMS vs EMR
+171.3%
+11.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.2% |
| 7D | -3.9% | -1.5% | -2.4% | -3.3% |
| 30D | -12.4% | -5.6% | -6.8% | -10.2% |
| 3M | -1.1% | +7.9% | -9.0% | -4.1% |
| 6M | +68.4% | +6.0% | +62.4% | +64.5% |
| YTD | -14.7% | +16.4% | -31.1% | -20.1% |
| 1Y | -42.4% | +16.6% | -59.0% | -46.1% |
| 3Y | +304.5% | +62.9% | +241.7% | +249.7% |
| 5Y | +237.5% | +60.1% | +177.4% | +185.3% |
| All | +182.8% | +171.3% | +11.5% | +130.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling