-42.4%
HIMS vs IBKR
+45.1%
-87.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | -3.9% | -3.3% | -0.6% | -1.5% |
| 30D | -12.4% | +4.5% | -16.9% | -16.0% |
| 3M | -1.1% | +6.5% | -7.6% | -5.6% |
| 6M | +68.4% | +34.2% | +34.3% | +33.6% |
| YTD | -14.7% | +44.5% | -59.1% | -39.0% |
| 1Y | -42.4% | +44.7% | -87.1% | -57.9% |
| All | -42.4% | +45.1% | -87.5% | -57.9% |
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