-42.4%
HIMS vs HBM
+123.0%
-165.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.1% |
| 7D | -3.9% | -6.4% | +2.4% | -2.0% |
| 30D | -12.4% | +5.9% | -18.4% | -13.3% |
| 3M | -1.1% | -8.9% | +7.8% | +0.8% |
| 6M | +68.4% | +10.7% | +57.8% | +60.6% |
| YTD | -14.7% | +38.3% | -52.9% | -29.0% |
| 1Y | -42.4% | +121.3% | -163.7% | -56.7% |
| All | -42.4% | +123.0% | -165.4% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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