-37.7%
HIMS vs HAL
+25.6%
-63.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.1% | +6.9% | +3.2% |
| 7D | -9.1% | -7.7% | -1.4% | -10.1% |
| 30D | -10.1% | +0.7% | -10.8% | -9.6% |
| 3M | -17.1% | +2.5% | -19.6% | -16.1% |
| 6M | -2.2% | -20.7% | +18.5% | -1.9% |
| YTD | -17.9% | +18.4% | -36.3% | -24.9% |
| 1Y | -37.7% | +25.6% | -63.3% | -45.3% |
| All | -37.7% | +25.6% | -63.3% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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