+197.3%
HIMS vs ESI
+84.3%
+113.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.0% | +4.8% | +6.4% |
| 7D | -21.9% | +1.8% | -23.8% | -22.8% |
| 30D | -32.1% | -6.6% | -25.5% | -29.6% |
| 3M | -31.8% | -9.4% | -22.4% | -28.7% |
| 6M | -28.6% | -24.1% | -4.5% | -17.4% |
| YTD | -35.9% | +37.1% | -73.0% | -52.5% |
| 1Y | -47.6% | +24.5% | -72.2% | -58.4% |
| All | +197.3% | +84.3% | +113.0% | +86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling