-42.4%
HIMS vs IJH
+18.2%
-60.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.7% |
| 7D | -3.9% | +0.1% | -4.0% | -4.2% |
| 30D | -12.4% | -1.5% | -11.0% | -9.6% |
| 3M | -1.1% | +0.8% | -1.8% | -1.8% |
| 6M | +68.4% | +7.6% | +60.9% | +46.9% |
| YTD | -14.7% | +15.5% | -30.1% | -34.4% |
| 1Y | -42.4% | +16.9% | -59.3% | -56.3% |
| All | -42.4% | +18.2% | -60.6% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 1y: compounded portfolio wealth divided by compounded IJH 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…
1y analysis · Full analysis span regression · 6 months rolling