+112.3%
HIMS vs NDAQ
+264.5%
-152.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.3% | +9.1% | +8.9% |
| 7D | -21.9% | 0.0% | -21.9% | -22.0% |
| 30D | -32.1% | +16.3% | -48.4% | -37.7% |
| 3M | -31.8% | +15.8% | -47.6% | -37.5% |
| 6M | -28.6% | +24.8% | -53.4% | -38.2% |
| YTD | -35.9% | +14.1% | -50.0% | -41.6% |
| 1Y | -47.6% | +26.5% | -74.2% | -55.0% |
| 3Y | +205.6% | +119.1% | +86.4% | +107.3% |
| 5Y | +170.3% | +70.9% | +99.3% | +93.2% |
| All | +112.3% | +264.5% | -152.1% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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