-45.3%
HIMS vs JCI
+14.5%
-59.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.8% |
| 7D | -24.1% | +3.2% | -27.3% | -25.0% |
| 30D | -28.8% | -8.6% | -20.2% | -26.7% |
| 3M | -31.4% | -7.7% | -23.7% | -29.4% |
| 6M | -18.3% | -2.6% | -15.7% | -17.9% |
| YTD | -39.2% | +17.4% | -56.6% | -43.3% |
| 1Y | -45.3% | +16.9% | -62.2% | -48.0% |
| All | -45.3% | +14.5% | -59.8% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1y: compounded portfolio wealth divided by compounded JCI 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…
1y analysis · Full analysis span regression · 6 months rolling