+215.0%
HIMS vs LOW
+5.8%
+209.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.1% |
| 7D | -1.4% | -2.6% | +1.3% | +0.2% |
| 30D | -10.1% | -11.1% | +1.1% | -3.7% |
| 3M | -1.2% | -8.5% | +7.3% | +3.5% |
| 6M | +16.9% | -20.8% | +37.8% | +33.6% |
| YTD | -15.5% | -17.2% | +1.7% | -8.4% |
| 1Y | -42.6% | -24.7% | -17.8% | -33.8% |
| 3Y | +320.2% | -9.7% | +330.0% | +319.5% |
| 5Y | +215.0% | +6.0% | +209.0% | +149.1% |
| All | +215.0% | +5.8% | +209.3% | +149.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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