+181.9%
HIMS vs IP
+18.8%
+163.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.3% |
| 7D | -24.1% | -0.3% | -23.8% | -24.1% |
| 30D | -28.8% | +7.9% | -36.8% | -30.0% |
| 3M | -31.4% | -15.3% | -16.1% | -29.1% |
| 6M | -18.3% | +10.5% | -28.8% | -20.8% |
| YTD | -39.2% | -9.4% | -29.9% | -39.9% |
| 1Y | -45.3% | -4.6% | -40.6% | -47.0% |
| 3Y | +181.9% | +21.2% | +160.6% | +134.0% |
| All | +181.9% | +18.8% | +163.0% | +134.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling