+182.8%
HIMS vs INDA
+64.9%
+117.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.9% | +0.7% | -4.6% | -4.3% |
| 30D | -12.4% | -0.8% | -11.7% | -12.0% |
| 3M | -1.1% | +3.9% | -5.0% | -2.7% |
| 6M | +68.4% | -0.7% | +69.2% | +69.8% |
| YTD | -14.7% | -7.7% | -7.0% | -11.0% |
| 1Y | -42.4% | -5.1% | -37.3% | -40.8% |
| 3Y | +304.5% | +13.6% | +290.9% | +287.6% |
| 5Y | +237.5% | +7.8% | +229.7% | +227.8% |
| All | +182.8% | +64.9% | +117.8% | +160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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