+182.8%
HIMS vs HIG
+168.1%
+14.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.2% |
| 7D | -3.9% | +0.3% | -4.2% | -4.0% |
| 30D | -12.4% | -3.2% | -9.2% | -12.1% |
| 3M | -1.1% | +9.1% | -10.2% | -2.9% |
| 6M | +68.4% | -1.8% | +70.2% | +68.0% |
| YTD | -14.7% | +1.8% | -16.4% | -15.5% |
| 1Y | -42.4% | +4.6% | -47.0% | -43.3% |
| 3Y | +304.5% | +101.6% | +202.9% | +256.5% |
| 5Y | +237.5% | +124.5% | +113.0% | +193.2% |
| All | +182.8% | +168.1% | +14.7% | +141.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling