+95.2%
HIMS vs IP
+19.6%
+75.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.5% | -16.4% |
| 7D | -25.6% | 0.0% | -25.6% | -25.5% |
| 30D | -38.1% | +9.4% | -47.5% | -39.3% |
| 3M | -39.8% | -14.1% | -25.7% | -37.9% |
| 6M | -32.3% | +9.2% | -41.5% | -34.2% |
| YTD | -41.1% | -7.5% | -33.5% | -41.6% |
| 1Y | -53.4% | -2.8% | -50.6% | -54.5% |
| 3Y | +180.9% | +21.2% | +159.7% | +160.3% |
| 5Y | +138.5% | -11.5% | +150.0% | +128.8% |
| All | +95.2% | +19.6% | +75.6% | +83.1% |
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