+182.8%
HIMS vs ETR
+142.0%
+40.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | -3.9% | +1.4% | -5.4% | -4.0% |
| 30D | -12.4% | +1.0% | -13.4% | -12.6% |
| 3M | -1.1% | -1.3% | +0.2% | -1.1% |
| 6M | +68.4% | +1.9% | +66.6% | +67.5% |
| YTD | -14.7% | +18.2% | -32.8% | -16.8% |
| 1Y | -42.4% | +24.7% | -67.1% | -44.1% |
| 3Y | +304.5% | +150.7% | +153.8% | +275.5% |
| 5Y | +237.5% | +127.0% | +110.5% | +215.6% |
| All | +182.8% | +142.0% | +40.8% | +162.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling