+321.3%
HIMS vs GIS
-37.5%
+358.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.1% |
| 7D | -0.7% | -6.4% | +5.7% | -3.8% |
| 30D | -8.2% | -6.1% | -2.1% | -10.9% |
| 3M | -4.7% | +7.8% | -12.5% | -0.1% |
| 6M | +6.3% | -8.8% | +15.1% | +2.0% |
| YTD | -15.3% | -19.1% | +3.8% | -22.4% |
| 1Y | -46.9% | -24.8% | -22.1% | -52.4% |
| 3Y | +321.3% | -37.6% | +358.8% | +249.0% |
| All | +321.3% | -37.5% | +358.7% | +249.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 3y: compounded portfolio wealth divided by compounded GIS 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…
3y analysis · Full analysis span regression · 6 months rolling