+184.7%
HIMS vs HPQ
+119.2%
+65.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.9% | -2.2% |
| 7D | -2.7% | +1.3% | -4.0% | -3.2% |
| 30D | -12.2% | +8.7% | -20.9% | -15.0% |
| 3M | -3.7% | +31.5% | -35.2% | -13.6% |
| 6M | +25.9% | +76.0% | -50.1% | +0.9% |
| YTD | -14.1% | +49.5% | -63.6% | -27.4% |
| 1Y | -41.6% | +17.3% | -58.9% | -46.1% |
| 3Y | +327.3% | +24.4% | +302.9% | +289.3% |
| 5Y | +207.9% | +37.3% | +170.6% | +183.6% |
| All | +184.7% | +119.2% | +65.5% | +155.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling