+145.5%
HIMS vs IP
+16.6%
+128.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -20.8% |
| 6M | -8.6% | +10.3% | -18.9% | -11.3% |
| YTD | -25.9% | -9.9% | -16.0% | -26.1% |
| 1Y | -45.0% | -1.1% | -43.9% | -46.6% |
| 3Y | +271.3% | +13.0% | +258.3% | +249.1% |
| 5Y | +188.8% | -12.3% | +201.1% | +178.5% |
| All | +145.5% | +16.6% | +128.9% | +131.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling