+180.9%
HIMS vs NDAQ
+122.1%
+58.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.4% | -18.0% | -17.7% |
| 7D | -25.6% | +2.9% | -28.4% | -27.3% |
| 30D | -38.1% | +17.5% | -55.6% | -45.9% |
| 3M | -39.8% | +15.4% | -55.2% | -46.8% |
| 6M | -32.3% | +24.6% | -56.9% | -45.6% |
| YTD | -41.1% | +14.4% | -55.5% | -48.5% |
| 1Y | -53.4% | +26.9% | -80.3% | -63.7% |
| 3Y | +180.9% | +119.8% | +61.1% | +43.7% |
| All | +180.9% | +122.1% | +58.8% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling