-37.7%
HIMS vs HRB
+16.9%
-54.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.4% | -0.6% | +4.3% |
| 7D | -9.1% | +16.0% | -25.1% | -7.4% |
| 30D | -10.1% | +32.1% | -42.2% | -6.9% |
| 3M | -17.1% | +21.5% | -38.6% | -14.5% |
| 6M | -2.2% | +82.1% | -84.3% | +4.5% |
| YTD | -17.9% | +31.6% | -49.5% | -14.8% |
| 1Y | -37.7% | +15.9% | -53.6% | -36.2% |
| All | -37.7% | +16.9% | -54.6% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling