+207.9%
HIMS vs ETR
+122.8%
+85.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.8% |
| 7D | -2.7% | +0.4% | -3.1% | -2.8% |
| 30D | -12.2% | +2.0% | -14.2% | -12.5% |
| 3M | -3.7% | -1.7% | -2.0% | -3.6% |
| 6M | +25.9% | +3.6% | +22.3% | +24.2% |
| YTD | -14.1% | +18.0% | -32.1% | -18.1% |
| 1Y | -41.6% | +26.2% | -67.9% | -45.0% |
| 3Y | +327.3% | +148.0% | +179.3% | +272.6% |
| 5Y | +207.9% | +126.1% | +81.9% | +165.9% |
| All | +207.9% | +122.8% | +85.2% | +165.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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