+101.3%
HIMS vs IP
+15.5%
+85.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.1% | -3.1% | -4.7% |
| 7D | -18.0% | -0.9% | -17.1% | -17.9% |
| 30D | -33.6% | +6.7% | -40.3% | -34.5% |
| 3M | -34.2% | -16.6% | -17.6% | -31.7% |
| 6M | -21.2% | +6.0% | -27.2% | -22.8% |
| YTD | -39.2% | -10.7% | -28.6% | -39.3% |
| 1Y | -49.4% | -6.7% | -42.8% | -50.2% |
| 3Y | +189.7% | +17.1% | +172.6% | +170.4% |
| 5Y | +166.6% | -14.6% | +181.2% | +157.7% |
| All | +101.3% | +15.5% | +85.8% | +90.2% |
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