+95.2%
HIMS vs HDB
+6.0%
+89.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.7% | -17.3% | -16.8% |
| 7D | -25.6% | +12.7% | -38.3% | -28.7% |
| 30D | -38.1% | +16.6% | -54.7% | -41.5% |
| 3M | -39.8% | +10.8% | -50.6% | -42.2% |
| 6M | -32.3% | +3.8% | -36.2% | -34.0% |
| YTD | -41.1% | -28.9% | -12.2% | -34.5% |
| 1Y | -53.4% | -28.0% | -25.4% | -48.5% |
| 3Y | +180.9% | -7.2% | +188.1% | +179.2% |
| 5Y | +138.5% | -22.2% | +160.8% | +147.6% |
| All | +95.2% | +6.0% | +89.2% | +101.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling