+180.0%
HIMS vs NDAQ
+204.7%
-24.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -0.4% |
| 7D | -1.4% | -6.8% | +5.4% | +2.4% |
| 30D | -10.1% | -3.2% | -6.9% | -8.7% |
| 3M | -1.2% | +6.5% | -7.7% | -6.1% |
| 6M | +16.9% | +5.7% | +11.2% | +11.4% |
| YTD | -15.5% | -4.6% | -10.9% | -14.7% |
| 1Y | -42.6% | -1.6% | -41.0% | -43.3% |
| 3Y | +320.2% | +86.4% | +233.8% | +213.1% |
| 5Y | +215.0% | +50.3% | +164.7% | +148.8% |
| All | +180.0% | +204.7% | -24.7% | +114.7% |
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