+320.2%
HIMS vs IOT
+24.0%
+296.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -1.4% | -0.8% | -0.6% | -1.2% |
| 30D | -10.1% | -4.7% | -5.4% | -9.1% |
| 3M | -1.2% | +17.8% | -19.0% | -7.8% |
| 6M | +16.9% | +16.8% | +0.1% | +8.3% |
| YTD | -15.5% | +8.4% | -23.9% | -21.1% |
| 1Y | -42.6% | -0.8% | -41.8% | -45.0% |
| All | +320.2% | +24.0% | +296.2% | +261.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling