+187.4%
HIMS vs GIS
-8.8%
+196.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.2% | +1.2% |
| 7D | -0.9% | -8.3% | +7.3% | -3.2% |
| 30D | -10.8% | +2.2% | -13.0% | -10.2% |
| 3M | +3.7% | +15.7% | -12.0% | +8.3% |
| 6M | +79.0% | -12.0% | +90.9% | +74.6% |
| YTD | -13.2% | -15.0% | +1.7% | -15.5% |
| 1Y | -43.3% | -20.1% | -23.1% | -45.2% |
| 3Y | +331.4% | -34.6% | +366.0% | +305.2% |
| 5Y | +230.2% | -22.8% | +253.1% | +224.7% |
| All | +187.4% | -8.8% | +196.2% | +182.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling