-37.7%
HIMS vs IBKR
+10.3%
-48.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.3% |
| 7D | -9.1% | -6.8% | -2.3% | -3.6% |
| 30D | -10.1% | -12.5% | +2.4% | +0.3% |
| 3M | -17.1% | -12.0% | -5.1% | -8.5% |
| 6M | -2.2% | -4.5% | +2.3% | +2.5% |
| YTD | -17.9% | +21.5% | -39.4% | -30.3% |
| 1Y | -37.7% | +10.6% | -48.3% | -41.9% |
| All | -37.7% | +10.3% | -48.0% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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