+184.7%
HIMS vs NI
+81.1%
+103.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.9% |
| 7D | -2.7% | +1.3% | -4.0% | -2.9% |
| 30D | -12.2% | -0.3% | -11.9% | -12.2% |
| 3M | -3.7% | -9.5% | +5.7% | -2.2% |
| 6M | +25.9% | -10.2% | +36.1% | +27.9% |
| YTD | -14.1% | +1.8% | -15.9% | -14.9% |
| 1Y | -41.6% | +5.7% | -47.3% | -42.6% |
| 3Y | +327.3% | +69.6% | +257.6% | +292.3% |
| 5Y | +207.9% | +95.8% | +112.2% | +178.8% |
| All | +184.7% | +81.1% | +103.6% | +156.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling