+180.9%
HIMS vs HDB
-5.9%
+186.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.7% | -17.3% | -16.8% |
| 7D | -25.6% | +12.7% | -38.3% | -28.3% |
| 30D | -38.1% | +16.6% | -54.7% | -41.0% |
| 3M | -39.8% | +10.8% | -50.6% | -41.8% |
| 6M | -32.3% | +3.8% | -36.2% | -33.7% |
| YTD | -41.1% | -28.9% | -12.2% | -35.0% |
| 1Y | -53.4% | -28.0% | -25.4% | -48.8% |
| 3Y | +180.9% | -7.2% | +188.1% | +206.4% |
| All | +180.9% | -5.9% | +186.8% | +206.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling