+184.7%
HIMS vs INCY
+64.9%
+119.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.4% |
| 7D | -2.7% | -2.2% | -0.5% | -2.0% |
| 30D | -12.2% | +3.7% | -15.9% | -13.0% |
| 3M | -3.7% | +22.1% | -25.8% | -10.5% |
| 6M | +25.9% | +29.8% | -3.9% | +14.4% |
| YTD | -14.1% | +27.6% | -41.7% | -21.5% |
| 1Y | -41.6% | +47.2% | -88.8% | -49.4% |
| 3Y | +327.3% | +97.0% | +230.3% | +230.2% |
| 5Y | +207.9% | +73.4% | +134.6% | +146.0% |
| All | +184.7% | +64.9% | +119.8% | +124.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling