+182.8%
HIMS vs IP
+26.8%
+156.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.8% |
| 7D | -3.9% | -5.3% | +1.3% | -2.9% |
| 30D | -12.4% | -10.9% | -1.6% | -10.3% |
| 3M | -1.1% | +11.2% | -12.2% | -3.9% |
| 6M | +68.4% | -10.2% | +78.7% | +70.7% |
| YTD | -14.7% | -2.0% | -12.7% | -16.4% |
| 1Y | -42.4% | -19.1% | -23.3% | -40.8% |
| 3Y | +304.5% | +20.9% | +283.7% | +275.1% |
| 5Y | +237.5% | -17.8% | +255.3% | +221.5% |
| All | +182.8% | +26.8% | +156.0% | +162.3% |
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 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