+141.5%
HIMS vs IBN
+73.5%
+68.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.2% |
| 7D | -24.1% | +1.9% | -26.0% | -25.2% |
| 30D | -28.8% | +22.1% | -50.9% | -38.1% |
| 3M | -31.4% | +17.1% | -48.5% | -38.7% |
| 6M | -18.3% | +35.5% | -53.8% | -33.8% |
| YTD | -39.2% | +16.8% | -56.0% | -45.7% |
| 1Y | -45.3% | +12.4% | -57.7% | -49.8% |
| 3Y | +181.9% | +58.0% | +123.8% | +94.3% |
| All | +141.5% | +73.5% | +68.0% | +47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling