+321.3%
HIMS vs ITOT
+75.8%
+245.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -1.7% |
| 7D | -0.7% | -0.9% | +0.2% | +1.4% |
| 30D | -8.2% | -1.5% | -6.8% | -5.0% |
| 3M | -4.7% | +3.6% | -8.3% | -10.9% |
| 6M | +6.3% | +13.7% | -7.4% | -18.5% |
| YTD | -15.3% | +12.9% | -28.2% | -33.9% |
| 1Y | -46.9% | +17.2% | -64.0% | -61.4% |
| 3Y | +321.3% | +75.6% | +245.7% | +67.5% |
| All | +321.3% | +75.8% | +245.5% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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