+134.5%
HIMS vs KVUE
-20.4%
+155.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | -0.7% | -5.1% | +4.4% | -1.1% |
| 30D | -8.2% | -6.3% | -1.9% | -8.6% |
| 3M | -4.7% | -0.5% | -4.2% | -4.8% |
| 6M | +6.3% | +3.1% | +3.2% | +6.5% |
| YTD | -15.3% | +6.7% | -22.0% | -15.2% |
| 1Y | -46.9% | -1.1% | -45.7% | -46.1% |
| 3Y | +321.3% | -8.7% | +330.0% | +336.7% |
| All | +134.5% | -20.4% | +155.0% | +160.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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