+182.8%
HIMS vs IR
+152.2%
+30.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.0% |
| 7D | -3.9% | -2.8% | -1.1% | -2.7% |
| 30D | -12.4% | -15.1% | +2.7% | -5.6% |
| 3M | -1.1% | +6.1% | -7.1% | -4.0% |
| 6M | +68.4% | -16.8% | +85.3% | +82.2% |
| YTD | -14.7% | -3.5% | -11.1% | -14.3% |
| 1Y | -42.4% | -3.5% | -38.9% | -42.4% |
| 3Y | +304.5% | +9.5% | +295.0% | +298.1% |
| 5Y | +237.5% | +45.1% | +192.4% | +201.2% |
| All | +182.8% | +152.2% | +30.5% | +139.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling