+187.4%
HIMS vs GEN
+144.3%
+43.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +2.6% |
| 7D | -0.9% | -0.7% | -0.2% | -0.8% |
| 30D | -10.8% | +2.6% | -13.5% | -11.8% |
| 3M | +3.7% | +15.8% | -12.1% | -1.9% |
| 6M | +79.0% | +33.1% | +45.8% | +60.2% |
| YTD | -13.2% | +11.3% | -24.5% | -18.1% |
| 1Y | -43.3% | +1.7% | -44.9% | -44.8% |
| 3Y | +331.4% | +58.1% | +273.3% | +276.8% |
| 5Y | +230.2% | +20.6% | +209.6% | +196.2% |
| All | +187.4% | +144.3% | +43.2% | +148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling