-53.4%
HIMS vs IR
+10.3%
-63.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.4% | -16.2% |
| 7D | -25.6% | +1.5% | -27.1% | -25.9% |
| 30D | -38.1% | +9.0% | -47.2% | -40.0% |
| 3M | -39.8% | -0.9% | -38.9% | -39.3% |
| 6M | -32.3% | +13.4% | -45.7% | -35.4% |
| YTD | -41.1% | +8.5% | -49.5% | -43.0% |
| 1Y | -53.4% | +11.3% | -64.7% | -55.6% |
| All | -53.4% | +10.3% | -63.7% | -55.6% |
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