+207.9%
HIMS vs NDAQ
+52.5%
+155.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.2% |
| 7D | -2.7% | -1.6% | -1.2% | -1.6% |
| 30D | -12.2% | -1.5% | -10.7% | -11.5% |
| 3M | -3.7% | +8.0% | -11.8% | -13.0% |
| 6M | +25.9% | +7.7% | +18.2% | +13.4% |
| YTD | -14.1% | -2.3% | -11.7% | -15.1% |
| 1Y | -41.6% | +0.6% | -42.2% | -44.5% |
| 3Y | +327.3% | +90.9% | +236.3% | +119.5% |
| 5Y | +207.9% | +52.5% | +155.5% | +88.0% |
| All | +207.9% | +52.5% | +155.4% | +88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling