+215.0%
HIMS vs HPQ
+39.2%
+175.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.7% | -2.1% |
| 7D | -1.4% | +3.5% | -4.9% | -3.1% |
| 30D | -10.1% | +13.7% | -23.7% | -16.2% |
| 3M | -1.2% | +33.9% | -35.1% | -16.7% |
| 6M | +16.9% | +80.9% | -64.0% | -18.2% |
| YTD | -15.5% | +52.6% | -68.1% | -35.4% |
| 1Y | -42.6% | +21.2% | -63.8% | -49.8% |
| 3Y | +320.2% | +26.9% | +293.3% | +254.3% |
| 5Y | +215.0% | +41.1% | +173.9% | +169.1% |
| All | +215.0% | +39.2% | +175.8% | +169.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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