+16.9%
HIMS vs IBKR
+32.4%
-15.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.7% | -0.7% |
| 7D | -1.4% | -3.8% | +2.4% | +2.3% |
| 30D | -10.1% | -0.3% | -9.8% | -10.6% |
| 3M | -1.2% | +4.8% | -6.0% | -5.1% |
| 6M | +16.9% | +30.8% | -13.9% | -10.6% |
| All | +16.9% | +32.4% | -15.5% | -10.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling