+134.1%
HIMS vs IP
+21.0%
+113.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +2.9% | -14.7% | -12.4% |
| 7D | -9.1% | -3.0% | -6.1% | -8.5% |
| 30D | -25.8% | +10.6% | -36.4% | -27.4% |
| 3M | -27.4% | -13.6% | -13.8% | -25.3% |
| 6M | -18.9% | +10.4% | -29.3% | -21.3% |
| YTD | -29.4% | -6.5% | -22.9% | -30.2% |
| 1Y | -44.1% | -2.1% | -42.0% | -45.5% |
| 3Y | +246.0% | +22.0% | +224.0% | +220.0% |
| 5Y | +177.1% | -9.7% | +186.8% | +165.0% |
| All | +134.1% | +21.0% | +113.1% | +118.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling