+166.6%
HIMS vs FXI
-8.4%
+175.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.3% | -3.9% | -4.5% |
| 7D | -18.0% | -4.2% | -13.8% | -16.1% |
| 30D | -33.6% | -2.0% | -31.6% | -32.9% |
| 3M | -34.2% | -5.0% | -29.2% | -32.3% |
| 6M | -21.2% | -9.6% | -11.5% | -17.2% |
| YTD | -39.2% | -11.9% | -27.3% | -35.0% |
| 1Y | -49.4% | -16.7% | -32.8% | -44.5% |
| 3Y | +189.7% | +40.6% | +149.1% | +135.3% |
| 5Y | +166.6% | -9.1% | +175.7% | +230.9% |
| All | +166.6% | -8.4% | +175.0% | +230.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling