+184.7%
HIMS vs GEN
+143.9%
+40.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -2.7% | -2.9% | +0.2% | -1.8% |
| 30D | -12.2% | +2.1% | -14.2% | -13.0% |
| 3M | -3.7% | +19.7% | -23.4% | -9.9% |
| 6M | +25.9% | +33.3% | -7.4% | +12.7% |
| YTD | -14.1% | +11.1% | -25.2% | -18.9% |
| 1Y | -41.6% | +3.0% | -44.6% | -43.5% |
| 3Y | +327.3% | +57.9% | +269.4% | +273.4% |
| 5Y | +207.9% | +20.6% | +187.3% | +176.3% |
| All | +184.7% | +143.9% | +40.8% | +146.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling