+184.7%
HIMS vs HDB
-9.9%
+194.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.3% |
| 7D | -2.7% | -4.9% | +2.1% | -1.1% |
| 30D | -12.2% | -5.8% | -6.3% | -10.5% |
| 3M | -3.7% | -5.2% | +1.5% | -2.6% |
| 6M | +25.9% | -25.7% | +51.6% | +38.3% |
| YTD | -14.1% | -39.6% | +25.5% | +1.4% |
| 1Y | -41.6% | -36.9% | -4.7% | -32.4% |
| 3Y | +327.3% | -29.7% | +357.0% | +369.3% |
| 5Y | +207.9% | -37.8% | +245.7% | +243.6% |
| All | +184.7% | -9.9% | +194.6% | +211.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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