+210.1%
HIMS vs HON
+1.1%
+209.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | -0.7% | -3.5% | +2.7% | +2.2% |
| 30D | -8.2% | -13.8% | +5.5% | +3.5% |
| 3M | -4.7% | -11.7% | +7.0% | +5.4% |
| 6M | +6.3% | -18.7% | +25.0% | +25.9% |
| YTD | -15.3% | +0.2% | -15.5% | -17.3% |
| 1Y | -46.9% | -3.1% | -43.8% | -47.1% |
| 3Y | +321.3% | +17.0% | +304.3% | +248.9% |
| All | +210.1% | +1.1% | +209.0% | +206.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling