+141.5%
HIMS vs GEN
+33.3%
+108.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -1.0% |
| 7D | -24.1% | +2.0% | -26.2% | -24.7% |
| 30D | -28.8% | +27.7% | -56.6% | -36.4% |
| 3M | -31.4% | +3.3% | -34.7% | -33.4% |
| 6M | -18.3% | +31.8% | -50.1% | -30.1% |
| YTD | -39.2% | +13.5% | -52.7% | -45.1% |
| 1Y | -45.3% | +16.0% | -61.3% | -51.2% |
| 3Y | +181.9% | +70.6% | +111.3% | +118.8% |
| All | +141.5% | +33.3% | +108.2% | +78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling