-42.6%
HIMS vs HSY
-3.8%
-38.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.9% | -0.9% |
| 7D | -1.4% | -0.4% | -1.0% | -1.6% |
| 30D | -10.1% | -3.4% | -6.6% | -12.0% |
| 3M | -1.2% | -0.5% | -0.7% | -0.7% |
| 6M | +16.9% | -19.1% | +36.1% | +5.8% |
| YTD | -15.5% | -2.1% | -13.4% | -16.9% |
| 1Y | -42.6% | -3.2% | -39.3% | -43.0% |
| All | -42.6% | -3.8% | -38.8% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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