+176.8%
HIMS vs JEPI
+93.8%
+83.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | -1.0% |
| 7D | -0.7% | -1.0% | +0.3% | +1.1% |
| 30D | -8.2% | -1.4% | -6.8% | -5.9% |
| 3M | -4.7% | +3.5% | -8.3% | -10.9% |
| 6M | +6.3% | +1.9% | +4.4% | +2.8% |
| YTD | -15.3% | +4.4% | -19.7% | -21.8% |
| 1Y | -46.9% | +7.2% | -54.0% | -53.2% |
| 3Y | +321.3% | +29.8% | +291.5% | +188.1% |
| 5Y | +215.8% | +41.7% | +174.1% | +97.1% |
| All | +176.8% | +93.8% | +83.0% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 10y: compounded portfolio wealth divided by compounded JEPI 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…
10y analysis · Full analysis span regression · 6 months rolling