+215.0%
HIMS vs HRB
+109.9%
+105.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.6% |
| 7D | -1.4% | -12.2% | +10.8% | +0.6% |
| 30D | -10.1% | -3.0% | -7.1% | -9.9% |
| 3M | -1.2% | +21.7% | -22.9% | -5.8% |
| 6M | +16.9% | +52.3% | -35.4% | +5.0% |
| YTD | -15.5% | +6.5% | -22.0% | -16.6% |
| 1Y | -42.6% | -6.7% | -35.9% | -41.5% |
| 3Y | +320.2% | +25.1% | +295.1% | +285.8% |
| 5Y | +215.0% | +113.8% | +101.3% | +158.2% |
| All | +215.0% | +109.9% | +105.2% | +158.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling