-47.6%
HIMS vs GEN
+18.5%
-66.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.1% | +6.7% | +8.3% |
| 7D | -21.9% | -0.8% | -21.1% | -21.8% |
| 30D | -32.1% | +31.2% | -63.3% | -36.5% |
| 3M | -31.8% | +6.1% | -37.9% | -33.2% |
| 6M | -28.6% | +38.1% | -66.7% | -36.2% |
| YTD | -35.9% | +14.4% | -50.3% | -51.2% |
| 1Y | -47.6% | +15.1% | -62.8% | -60.2% |
| All | -47.6% | +18.5% | -66.2% | -60.2% |
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