+112.3%
HIMS vs HAL
+86.7%
+25.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.4% | +5.4% | +8.4% |
| 7D | -21.9% | -0.2% | -21.7% | -21.9% |
| 30D | -32.1% | +1.0% | -33.1% | -32.2% |
| 3M | -31.8% | -2.1% | -29.7% | -31.7% |
| 6M | -28.6% | -17.5% | -11.1% | -27.2% |
| YTD | -35.9% | +18.1% | -54.0% | -38.1% |
| 1Y | -47.6% | +19.7% | -67.4% | -49.6% |
| 3Y | +205.6% | -7.9% | +213.5% | +197.7% |
| 5Y | +170.3% | +53.1% | +117.2% | +152.9% |
| All | +112.3% | +86.7% | +25.6% | +89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling