+181.9%
HIMS vs IT
-53.3%
+235.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | -24.1% | +1.1% | -25.2% | -24.3% |
| 30D | -28.8% | -1.8% | -27.0% | -29.0% |
| 3M | -31.4% | +4.8% | -36.2% | -33.3% |
| 6M | -18.3% | +33.0% | -51.3% | -28.4% |
| YTD | -39.2% | -23.8% | -15.4% | -31.7% |
| 1Y | -45.3% | -16.5% | -28.8% | -42.0% |
| 3Y | +181.9% | -53.6% | +235.5% | +454.6% |
| All | +181.9% | -53.3% | +235.1% | +454.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 3y: compounded portfolio wealth divided by compounded IT 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…
3y analysis · Full analysis span regression · 6 months rolling