+184.7%
HIMS vs ITOT
+170.4%
+14.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.3% |
| 7D | -2.7% | -0.4% | -2.4% | -2.4% |
| 30D | -12.2% | -1.6% | -10.6% | -10.5% |
| 3M | -3.7% | +3.5% | -7.3% | -6.6% |
| 6M | +25.9% | +13.1% | +12.8% | +11.7% |
| YTD | -14.1% | +12.7% | -26.8% | -23.2% |
| 1Y | -41.6% | +18.3% | -59.9% | -50.1% |
| 3Y | +327.3% | +76.4% | +250.9% | +172.1% |
| 5Y | +207.9% | +73.8% | +134.2% | +98.1% |
| All | +184.7% | +170.4% | +14.3% | +72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling