+320.2%
HIMS vs HON
+17.0%
+303.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -0.6% |
| 7D | -1.4% | -2.6% | +1.3% | +0.6% |
| 30D | -10.1% | -11.9% | +1.8% | -1.6% |
| 3M | -1.2% | -6.1% | +4.9% | +3.4% |
| 6M | +16.9% | -19.2% | +36.1% | +37.2% |
| YTD | -15.5% | +0.2% | -15.6% | -16.8% |
| 1Y | -42.6% | -1.5% | -41.1% | -43.2% |
| All | +320.2% | +17.0% | +303.2% | +278.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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