+180.7%
HIMS vs HBAN
+57.2%
+123.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | -0.7% | -1.0% | +0.3% | -0.4% |
| 30D | -8.2% | -5.6% | -2.6% | -6.6% |
| 3M | -4.7% | -1.1% | -3.6% | -4.7% |
| 6M | +6.3% | +9.9% | -3.6% | +2.6% |
| YTD | -15.3% | -0.9% | -14.3% | -15.7% |
| 1Y | -46.9% | -1.4% | -45.5% | -47.1% |
| 3Y | +321.3% | +78.2% | +243.1% | +261.7% |
| 5Y | +215.8% | +37.0% | +178.8% | +183.3% |
| All | +180.7% | +57.2% | +123.5% | +145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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