+207.9%
HIMS vs FTV
+1.8%
+206.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.3% | 0.0% |
| 7D | -2.7% | -1.3% | -1.4% | -1.8% |
| 30D | -12.2% | -9.5% | -2.7% | -5.1% |
| 3M | -3.7% | -10.9% | +7.2% | +5.2% |
| 6M | +25.9% | -0.6% | +26.5% | +25.4% |
| YTD | -14.1% | +1.4% | -15.5% | -18.7% |
| 1Y | -41.6% | +17.6% | -59.3% | -52.9% |
| 3Y | +327.3% | -3.3% | +330.5% | +325.9% |
| 5Y | +207.9% | -0.1% | +208.1% | +178.4% |
| All | +207.9% | +1.8% | +206.1% | +178.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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