+180.7%
HIMS vs NI
+80.0%
+100.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -0.7% | 0.0% | -0.8% | -0.7% |
| 30D | -8.2% | -1.4% | -6.8% | -8.0% |
| 3M | -4.7% | -10.6% | +5.9% | -3.0% |
| 6M | +6.3% | -9.3% | +15.6% | +7.7% |
| YTD | -15.3% | +1.1% | -16.4% | -16.0% |
| 1Y | -46.9% | +3.4% | -50.2% | -47.5% |
| 3Y | +321.3% | +67.9% | +253.4% | +287.4% |
| 5Y | +215.8% | +98.0% | +117.9% | +185.9% |
| All | +180.7% | +80.0% | +100.7% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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