-37.7%
HIMS vs IP
+2.3%
-40.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.8% |
| 7D | -9.1% | +3.4% | -12.5% | -9.0% |
| 30D | -10.1% | +11.2% | -21.4% | -9.8% |
| 3M | -17.1% | -14.8% | -2.3% | -18.9% |
| 6M | -2.2% | +17.3% | -19.5% | +0.8% |
| YTD | -17.9% | -6.2% | -11.7% | -22.5% |
| 1Y | -37.7% | +2.3% | -40.0% | -43.3% |
| All | -37.7% | +2.3% | -40.0% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 1y: compounded portfolio wealth divided by compounded IP 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…
1y analysis · Full analysis span regression · 6 months rolling