-42.4%
HIMS vs ESI
+44.5%
-87.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -2.0% |
| 7D | -3.9% | +3.3% | -7.2% | -5.7% |
| 30D | -12.4% | -5.9% | -6.6% | -9.7% |
| 3M | -1.1% | -14.1% | +13.0% | +4.8% |
| 6M | +68.4% | +6.6% | +61.9% | +53.0% |
| YTD | -14.7% | +45.0% | -59.7% | -35.7% |
| 1Y | -42.4% | +41.5% | -83.9% | -57.0% |
| All | -42.4% | +44.5% | -87.0% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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