+283.1%
HIMS vs IP
+12.9%
+270.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -4.0% | -5.8% | -8.9% |
| 7D | -18.9% | -5.0% | -13.9% | -18.0% |
| 30D | -18.4% | +6.5% | -24.9% | -19.4% |
| 3M | -24.0% | -18.0% | -5.9% | -20.9% |
| 6M | -8.6% | +10.3% | -18.9% | -11.4% |
| YTD | -25.9% | -9.9% | -16.0% | -26.5% |
| 1Y | -45.0% | -1.1% | -43.9% | -47.5% |
| All | +283.1% | +12.9% | +270.2% | +246.0% |
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