+215.0%
HIMS vs EOG
+172.6%
+42.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -2.0% | -1.7% |
| 7D | -1.4% | +1.0% | -2.4% | -1.5% |
| 30D | -10.1% | +2.8% | -12.9% | -10.4% |
| 3M | -1.2% | +5.9% | -7.1% | -2.5% |
| 6M | +16.9% | +17.1% | -0.1% | +12.0% |
| YTD | -15.5% | +43.9% | -59.4% | -23.1% |
| 1Y | -42.6% | +26.9% | -69.5% | -46.2% |
| 3Y | +320.2% | +23.6% | +296.7% | +293.3% |
| 5Y | +215.0% | +178.1% | +36.9% | +150.9% |
| All | +215.0% | +172.6% | +42.4% | +150.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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