+327.3%
HIMS vs HAL
-4.5%
+331.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.3% |
| 7D | -2.7% | -1.3% | -1.4% | -2.3% |
| 30D | -12.2% | +10.9% | -23.1% | -15.3% |
| 3M | -3.7% | -5.8% | +2.1% | -2.1% |
| 6M | +25.9% | +8.1% | +17.8% | +18.4% |
| YTD | -14.1% | +33.2% | -47.3% | -27.5% |
| 1Y | -41.6% | +74.2% | -115.8% | -58.2% |
| All | +327.3% | -4.5% | +331.8% | +264.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling