-37.7%
HIMS vs HIG
+12.7%
-50.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.4% | +5.9% |
| 7D | -9.1% | +6.2% | -15.3% | -3.8% |
| 30D | -10.1% | +9.4% | -19.6% | -1.6% |
| 3M | -17.1% | -2.3% | -14.8% | -17.4% |
| 6M | -2.2% | +4.2% | -6.4% | +3.5% |
| YTD | -17.9% | +1.6% | -19.5% | -12.6% |
| 1Y | -37.7% | +9.9% | -47.6% | -32.2% |
| All | -37.7% | +12.7% | -50.4% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling