+182.8%
HIMS vs ESI
+265.1%
-82.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -1.8% |
| 7D | -3.9% | +3.3% | -7.2% | -5.5% |
| 30D | -12.4% | -5.9% | -6.6% | -10.1% |
| 3M | -1.1% | -14.1% | +13.0% | +5.5% |
| 6M | +68.4% | +6.6% | +61.9% | +61.7% |
| YTD | -14.7% | +45.0% | -59.7% | -30.0% |
| 1Y | -42.4% | +41.5% | -83.9% | -52.3% |
| 3Y | +304.5% | +78.8% | +225.8% | +205.0% |
| 5Y | +237.5% | +70.9% | +166.6% | +156.5% |
| All | +182.8% | +265.1% | -82.3% | +100.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling