+182.8%
HIMS vs JCI
+274.7%
-91.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -1.4% |
| 7D | -3.9% | +3.8% | -7.8% | -6.0% |
| 30D | -12.4% | -5.7% | -6.8% | -10.1% |
| 3M | -1.1% | -1.4% | +0.3% | -1.0% |
| 6M | +68.4% | +4.1% | +64.3% | +62.9% |
| YTD | -14.7% | +21.7% | -36.4% | -25.0% |
| 1Y | -42.4% | +36.1% | -78.5% | -52.3% |
| 3Y | +304.5% | +154.4% | +150.1% | +153.2% |
| 5Y | +237.5% | +112.0% | +125.5% | +116.8% |
| All | +182.8% | +274.7% | -91.9% | +68.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling