+327.3%
HIMS vs ESI
+81.4%
+245.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.2% |
| 7D | -2.7% | +3.9% | -6.6% | -5.2% |
| 30D | -12.2% | -3.8% | -8.4% | -10.3% |
| 3M | -3.7% | -13.1% | +9.4% | +3.2% |
| 6M | +25.9% | +11.3% | +14.6% | +13.0% |
| YTD | -14.1% | +44.1% | -58.2% | -37.0% |
| 1Y | -41.6% | +40.3% | -82.0% | -56.6% |
| All | +327.3% | +81.4% | +245.9% | +168.4% |
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