+207.9%
HIMS vs IBN
+54.0%
+153.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.8% | +0.2% |
| 7D | -2.7% | -5.1% | +2.4% | +0.6% |
| 30D | -12.2% | -3.5% | -8.7% | -10.1% |
| 3M | -3.7% | +11.3% | -15.0% | -10.4% |
| 6M | +25.9% | +4.4% | +21.5% | +22.4% |
| YTD | -14.1% | -1.8% | -12.3% | -13.3% |
| 1Y | -41.6% | -8.0% | -33.6% | -39.2% |
| 3Y | +327.3% | +27.1% | +300.2% | +247.8% |
| 5Y | +207.9% | +54.5% | +153.5% | +107.3% |
| All | +207.9% | +54.0% | +153.9% | +107.3% |
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