+207.9%
HIMS vs FTI
+1,177.2%
-969.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.8% |
| 7D | -2.7% | -2.3% | -0.4% | -2.1% |
| 30D | -12.2% | +5.0% | -17.2% | -13.3% |
| 3M | -3.7% | +13.8% | -17.6% | -7.9% |
| 6M | +25.9% | +22.9% | +3.0% | +16.7% |
| YTD | -14.1% | +75.0% | -89.1% | -28.7% |
| 1Y | -41.6% | +96.9% | -138.5% | -53.6% |
| 3Y | +327.3% | +276.7% | +50.5% | +189.0% |
| 5Y | +207.9% | +1,157.0% | -949.1% | +41.9% |
| All | +207.9% | +1,177.2% | -969.3% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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