-37.7%
HIMS vs IR
+11.7%
-49.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.2% | +3.9% |
| 7D | -9.1% | +11.6% | -20.6% | -12.7% |
| 30D | -10.1% | +7.2% | -17.3% | -12.5% |
| 3M | -17.1% | -5.9% | -11.2% | -14.8% |
| 6M | -2.2% | +11.5% | -13.7% | -6.4% |
| YTD | -17.9% | +6.3% | -24.2% | -20.7% |
| 1Y | -37.7% | +9.1% | -46.8% | -41.0% |
| All | -37.7% | +11.7% | -49.4% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 1y: compounded portfolio wealth divided by compounded IR 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…
1y analysis · Full analysis span regression · 6 months rolling