+182.8%
HIMS vs IBN
+174.0%
+8.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | -3.9% | +1.4% | -5.3% | -4.4% |
| 30D | -12.4% | -0.3% | -12.1% | -12.3% |
| 3M | -1.1% | +17.1% | -18.2% | -6.8% |
| 6M | +68.4% | +3.4% | +65.1% | +66.4% |
| YTD | -14.7% | +2.5% | -17.2% | -15.5% |
| 1Y | -42.4% | -4.2% | -38.2% | -41.8% |
| 3Y | +304.5% | +32.4% | +272.1% | +262.4% |
| 5Y | +237.5% | +59.2% | +178.3% | +185.0% |
| All | +182.8% | +174.0% | +8.7% | +126.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling