+180.7%
HIMS vs FXI
-3.0%
+183.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.2% | +0.1% |
| 7D | -0.7% | -3.9% | +3.2% | +1.0% |
| 30D | -8.2% | -2.1% | -6.1% | -7.3% |
| 3M | -4.7% | -0.5% | -4.2% | -4.7% |
| 6M | +6.3% | -4.5% | +10.8% | +8.6% |
| YTD | -15.3% | -9.2% | -6.0% | -11.4% |
| 1Y | -46.9% | -13.8% | -33.1% | -43.2% |
| 3Y | +321.3% | +36.6% | +284.7% | +257.5% |
| 5Y | +215.8% | -6.7% | +222.5% | +205.0% |
| All | +180.7% | -3.0% | +183.7% | +173.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 10y: compounded portfolio wealth divided by compounded FXI 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…
10y analysis · Full analysis span regression · 6 months rolling