+207.9%
HIMS vs GAP
+6.6%
+201.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.6% | +0.3% |
| 7D | -2.7% | -3.2% | +0.5% | -1.9% |
| 30D | -12.2% | -0.7% | -11.5% | -12.9% |
| 3M | -3.7% | -0.5% | -3.3% | -4.8% |
| 6M | +25.9% | -5.0% | +30.9% | +25.5% |
| YTD | -14.1% | -14.7% | +0.6% | -12.3% |
| 1Y | -41.6% | -8.6% | -33.0% | -42.1% |
| 3Y | +327.3% | +108.4% | +218.9% | +198.3% |
| 5Y | +207.9% | +5.8% | +202.2% | +118.3% |
| All | +207.9% | +6.6% | +201.3% | +118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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