+210.1%
HIMS vs HCA
+71.9%
+138.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.2% |
| 7D | -0.7% | +5.4% | -6.1% | -2.5% |
| 30D | -8.2% | +3.0% | -11.2% | -9.3% |
| 3M | -4.7% | +13.0% | -17.7% | -9.5% |
| 6M | +6.3% | -20.3% | +26.6% | +14.8% |
| YTD | -15.3% | -8.2% | -7.0% | -13.8% |
| 1Y | -46.9% | +6.7% | -53.5% | -49.5% |
| 3Y | +321.3% | +60.4% | +260.9% | +228.4% |
| All | +210.1% | +71.9% | +138.2% | +119.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 5y: compounded portfolio wealth divided by compounded HCA 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…
5y analysis · Full analysis span regression · 6 months rolling