+141.5%
HIMS vs IT
-42.2%
+183.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.3% |
| 7D | -24.1% | +1.1% | -25.2% | -24.3% |
| 30D | -28.8% | -1.8% | -27.0% | -29.1% |
| 3M | -31.4% | +4.8% | -36.2% | -34.4% |
| 6M | -18.3% | +33.0% | -51.3% | -33.8% |
| YTD | -39.2% | -23.8% | -15.4% | -33.2% |
| 1Y | -45.3% | -16.5% | -28.8% | -43.8% |
| 3Y | +181.9% | -53.6% | +235.5% | +349.1% |
| All | +141.5% | -42.2% | +183.7% | +204.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling