+333.2%
HIMS vs IOT
+54.1%
+279.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.3% |
| 7D | -0.7% | -4.5% | +3.8% | +0.7% |
| 30D | -8.2% | -2.4% | -5.8% | -7.9% |
| 3M | -4.7% | +19.0% | -23.7% | -12.0% |
| 6M | +6.3% | +19.6% | -13.3% | -2.9% |
| YTD | -15.3% | +8.3% | -23.5% | -21.8% |
| 1Y | -46.9% | -0.8% | -46.0% | -49.7% |
| 3Y | +321.3% | +24.4% | +296.9% | +250.3% |
| All | +333.2% | +54.1% | +279.1% | +178.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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