+182.8%
HIMS vs HRB
+168.0%
+14.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | 0.0% |
| 7D | -3.9% | -5.7% | +1.7% | -3.4% |
| 30D | -12.4% | +7.9% | -20.4% | -13.3% |
| 3M | -1.1% | +32.1% | -33.2% | -4.6% |
| 6M | +68.4% | +62.2% | +6.2% | +56.8% |
| YTD | -14.7% | +16.4% | -31.1% | -16.5% |
| 1Y | -42.4% | -0.3% | -42.1% | -42.5% |
| 3Y | +304.5% | +36.0% | +268.5% | +286.7% |
| 5Y | +237.5% | +125.2% | +112.3% | +213.0% |
| All | +182.8% | +168.0% | +14.8% | +158.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling