+148.4%
HIMS vs ENB
+53.3%
+95.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.8% | -17.4% | -16.8% |
| 7D | -25.6% | -2.4% | -23.2% | -25.1% |
| 30D | -38.1% | +2.5% | -40.6% | -38.6% |
| 3M | -39.8% | -5.8% | -34.0% | -39.0% |
| 6M | -32.3% | -8.5% | -23.8% | -31.7% |
| YTD | -41.1% | +3.9% | -45.0% | -44.2% |
| 1Y | -53.4% | +3.7% | -57.1% | -55.9% |
| 3Y | +180.9% | +70.1% | +110.9% | +100.3% |
| All | +148.4% | +53.3% | +95.1% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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