+320.2%
HIMS vs HRB
+25.2%
+295.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.6% |
| 7D | -1.4% | -12.2% | +10.8% | -0.5% |
| 30D | -10.1% | -3.0% | -7.1% | -9.9% |
| 3M | -1.2% | +21.7% | -22.9% | -3.9% |
| 6M | +16.9% | +52.3% | -35.4% | +8.9% |
| YTD | -15.5% | +6.5% | -22.0% | -13.5% |
| 1Y | -42.6% | -6.7% | -35.9% | -39.3% |
| All | +320.2% | +25.2% | +295.0% | +307.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling