+187.4%
HIMS vs JBL
+909.5%
-722.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.4% |
| 7D | -0.9% | +4.4% | -5.4% | -3.0% |
| 30D | -10.8% | -8.4% | -2.4% | -7.6% |
| 3M | +3.7% | -14.2% | +17.8% | +10.2% |
| 6M | +79.0% | +29.6% | +49.4% | +56.5% |
| YTD | -13.2% | +37.1% | -50.3% | -27.1% |
| 1Y | -43.3% | +49.5% | -92.7% | -54.3% |
| 3Y | +331.4% | +192.7% | +138.7% | +162.8% |
| 5Y | +230.2% | +411.3% | -181.1% | +65.7% |
| All | +187.4% | +909.5% | -722.1% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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