+101.3%
HIMS vs HSY
+37.1%
+64.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | +0.1% |
| 7D | -24.1% | -2.1% | -22.0% | -24.3% |
| 30D | -28.8% | +6.1% | -34.9% | -28.3% |
| 3M | -31.4% | -5.6% | -25.8% | -31.7% |
| 6M | -18.3% | -9.5% | -8.7% | -18.7% |
| YTD | -39.2% | -2.1% | -37.1% | -39.4% |
| 1Y | -45.3% | +0.8% | -46.0% | -45.4% |
| 3Y | +181.9% | -2.1% | +184.0% | +182.5% |
| 5Y | +166.6% | +11.2% | +155.4% | +170.7% |
| All | +101.3% | +37.1% | +64.3% | +101.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling