+207.9%
HIMS vs JCI
+111.9%
+96.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.2% |
| 7D | -2.7% | +4.1% | -6.8% | -5.8% |
| 30D | -12.2% | -3.8% | -8.3% | -10.1% |
| 3M | -3.7% | -1.6% | -2.1% | -3.8% |
| 6M | +25.9% | +9.5% | +16.4% | +14.4% |
| YTD | -14.1% | +21.7% | -35.8% | -29.4% |
| 1Y | -41.6% | +37.1% | -78.8% | -56.7% |
| 3Y | +327.3% | +165.2% | +162.1% | +93.7% |
| 5Y | +207.9% | +110.3% | +97.7% | +57.2% |
| All | +207.9% | +111.9% | +96.1% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling