+187.4%
HIMS vs HON
+43.9%
+143.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.3% | +2.0% |
| 7D | -0.9% | -0.8% | -0.1% | -0.6% |
| 30D | -10.8% | -15.2% | +4.3% | -4.0% |
| 3M | +3.7% | -6.0% | +9.7% | +6.8% |
| 6M | +79.0% | -14.9% | +93.9% | +92.7% |
| YTD | -13.2% | +3.2% | -16.4% | -14.3% |
| 1Y | -43.3% | 0.0% | -43.3% | -43.4% |
| 3Y | +331.4% | +21.5% | +309.9% | +304.5% |
| 5Y | +230.2% | +4.0% | +226.2% | +218.6% |
| All | +187.4% | +43.9% | +143.5% | +168.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling