+320.2%
HIMS vs NI
+69.0%
+251.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -1.4% | -0.6% | -0.8% | -1.2% |
| 30D | -10.1% | -1.4% | -8.7% | -9.8% |
| 3M | -1.2% | -10.6% | +9.4% | +2.0% |
| 6M | +16.9% | -9.9% | +26.8% | +19.7% |
| YTD | -15.5% | +1.2% | -16.7% | -17.8% |
| 1Y | -42.6% | +4.4% | -47.0% | -44.7% |
| All | +320.2% | +69.0% | +251.2% | +260.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling