-37.7%
HIMS vs GEN
+20.2%
-57.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.0% | -0.2% | +2.9% |
| 7D | -9.1% | +26.9% | -35.9% | -14.2% |
| 30D | -10.1% | +38.6% | -48.8% | -16.9% |
| 3M | -17.1% | +9.7% | -26.9% | -19.6% |
| 6M | -2.2% | +58.9% | -61.1% | -16.6% |
| YTD | -17.9% | +15.3% | -33.2% | -36.7% |
| 1Y | -37.7% | +21.8% | -59.5% | -52.7% |
| All | -37.7% | +20.2% | -57.9% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling