+101.3%
HIMS vs HAL
+91.5%
+9.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.1% | -0.4% |
| 7D | -24.1% | +6.1% | -30.2% | -24.7% |
| 30D | -28.8% | +2.9% | -31.7% | -29.1% |
| 3M | -31.4% | +3.3% | -34.8% | -31.8% |
| 6M | -18.3% | -16.9% | -1.4% | -16.7% |
| YTD | -39.2% | +21.2% | -60.4% | -41.5% |
| 1Y | -45.3% | +27.5% | -72.8% | -47.7% |
| 3Y | +181.9% | -6.4% | +188.3% | +173.9% |
| 5Y | +166.6% | +58.0% | +108.6% | +148.6% |
| All | +101.3% | +91.5% | +9.8% | +79.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling