+331.4%
HIMS vs IBN
+28.0%
+303.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +2.9% |
| 7D | -0.9% | -2.2% | +1.2% | +0.1% |
| 30D | -10.8% | -2.3% | -8.5% | -9.8% |
| 3M | +3.7% | +15.9% | -12.2% | -3.4% |
| 6M | +79.0% | +5.6% | +73.4% | +73.8% |
| YTD | -13.2% | -0.1% | -13.2% | -13.7% |
| 1Y | -43.3% | -6.5% | -36.7% | -42.4% |
| All | +331.4% | +28.0% | +303.3% | +320.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling