+182.8%
HIMS vs IT
+35.6%
+147.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.2% | +1.1% |
| 7D | -3.9% | -6.0% | +2.1% | -2.1% |
| 30D | -12.4% | 0.0% | -12.5% | -12.6% |
| 3M | -1.1% | +13.1% | -14.1% | -7.4% |
| 6M | +68.4% | +11.7% | +56.8% | +56.8% |
| YTD | -14.7% | -26.1% | +11.4% | -7.8% |
| 1Y | -42.4% | -21.3% | -21.2% | -40.2% |
| 3Y | +304.5% | -46.7% | +351.3% | +412.7% |
| 5Y | +237.5% | -40.5% | +278.0% | +307.2% |
| All | +182.8% | +35.6% | +147.2% | +210.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling