-45.0%
HIMS vs IBN
+7.9%
-52.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +4.1% | -13.8% | -12.0% |
| 7D | -18.9% | +11.7% | -30.6% | -24.6% |
| 30D | -18.4% | +16.1% | -34.5% | -26.2% |
| 3M | -24.0% | +7.0% | -31.0% | -27.3% |
| 6M | -8.6% | +26.1% | -34.7% | -21.8% |
| YTD | -25.9% | +10.1% | -36.0% | -32.6% |
| 1Y | -45.0% | +8.0% | -53.0% | -49.7% |
| All | -45.0% | +7.9% | -52.9% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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