+180.7%
HIMS vs INCY
+59.0%
+121.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.7% |
| 7D | -0.7% | -4.2% | +3.4% | +0.6% |
| 30D | -8.2% | +0.6% | -8.8% | -8.2% |
| 3M | -4.7% | +12.6% | -17.4% | -9.0% |
| 6M | +6.3% | +28.3% | -22.0% | -3.1% |
| YTD | -15.3% | +23.0% | -38.3% | -21.7% |
| 1Y | -46.9% | +41.0% | -87.8% | -53.3% |
| 3Y | +321.3% | +88.6% | +232.7% | +230.0% |
| 5Y | +215.8% | +70.8% | +145.0% | +154.9% |
| All | +180.7% | +59.0% | +121.7% | +124.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 10y: compounded portfolio wealth divided by compounded INCY 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…
10y analysis · Full analysis span regression · 6 months rolling