+207.7%
HIMS vs IP
-12.0%
+219.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.8% | +7.2% | +7.8% |
| 7D | -6.1% | -5.1% | -1.0% | -4.5% |
| 30D | -12.0% | +8.5% | -20.5% | -14.2% |
| 3M | -12.3% | -13.8% | +1.5% | -8.3% |
| 6M | -3.3% | +5.7% | -9.0% | -6.5% |
| YTD | -19.9% | -9.1% | -10.8% | -20.9% |
| 1Y | -37.4% | -0.8% | -36.6% | -40.9% |
| 3Y | +314.0% | +14.8% | +299.2% | +238.3% |
| All | +207.7% | -12.0% | +219.7% | +176.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling