+230.2%
HIMS vs ESI
+77.4%
+152.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.3% |
| 7D | -0.9% | +5.4% | -6.3% | -4.5% |
| 30D | -10.8% | -4.2% | -6.6% | -8.5% |
| 3M | +3.7% | -9.6% | +13.3% | +8.9% |
| 6M | +79.0% | +18.3% | +60.6% | +54.9% |
| YTD | -13.2% | +45.8% | -59.1% | -37.4% |
| 1Y | -43.3% | +39.2% | -82.4% | -57.8% |
| 3Y | +331.4% | +86.3% | +245.1% | +155.0% |
| 5Y | +230.2% | +76.2% | +154.0% | +107.4% |
| All | +230.2% | +77.4% | +152.8% | +107.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling