+180.7%
HIMS vs JEPI
+93.4%
+87.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | +0.1% |
| 7D | -2.7% | -1.1% | -1.6% | -0.7% |
| 30D | -12.2% | -1.3% | -10.9% | -10.2% |
| 3M | -3.7% | +3.3% | -7.1% | -9.5% |
| 6M | +25.9% | +1.0% | +24.9% | +23.7% |
| YTD | -14.1% | +4.2% | -18.3% | -20.4% |
| 1Y | -41.6% | +7.9% | -49.5% | -49.2% |
| 3Y | +327.3% | +30.0% | +297.2% | +191.5% |
| 5Y | +207.9% | +40.9% | +167.0% | +93.1% |
| All | +180.7% | +93.4% | +87.3% | +60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling