+207.9%
HIMS vs HDB
-38.7%
+246.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.1% |
| 7D | -2.7% | -4.9% | +2.1% | -0.3% |
| 30D | -12.2% | -5.8% | -6.3% | -9.8% |
| 3M | -3.7% | -5.2% | +1.5% | -2.4% |
| 6M | +25.9% | -25.7% | +51.6% | +44.5% |
| YTD | -14.1% | -39.6% | +25.5% | +10.0% |
| 1Y | -41.6% | -36.9% | -4.7% | -27.5% |
| 3Y | +327.3% | -29.7% | +357.0% | +385.8% |
| 5Y | +207.9% | -37.8% | +245.7% | +264.2% |
| All | +207.9% | -38.7% | +246.7% | +264.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling