+182.8%
HIMS vs IEF
-1.3%
+184.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.9% | -0.3% | -3.6% | -3.8% |
| 30D | -12.4% | -0.8% | -11.7% | -12.2% |
| 3M | -1.1% | -1.0% | -0.1% | -0.6% |
| 6M | +68.4% | -2.8% | +71.2% | +70.1% |
| YTD | -14.7% | -1.5% | -13.2% | -14.1% |
| 1Y | -42.4% | -0.4% | -42.0% | -42.2% |
| 3Y | +304.5% | +9.7% | +294.9% | +291.0% |
| 5Y | +237.5% | -8.3% | +245.8% | +209.2% |
| All | +182.8% | -1.3% | +184.1% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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