+112.3%
HIMS vs GEN
+151.1%
-38.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.1% | +6.7% | +8.1% |
| 7D | -21.9% | -0.8% | -21.1% | -21.8% |
| 30D | -32.1% | +31.2% | -63.3% | -38.1% |
| 3M | -31.8% | +6.1% | -37.9% | -34.0% |
| 6M | -28.6% | +38.1% | -66.7% | -37.2% |
| YTD | -35.9% | +14.4% | -50.3% | -40.7% |
| 1Y | -47.6% | +15.1% | -62.8% | -51.7% |
| 3Y | +205.6% | +68.5% | +137.0% | +160.2% |
| 5Y | +170.3% | +35.8% | +134.4% | +136.4% |
| All | +112.3% | +151.1% | -38.7% | +80.3% |
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