+215.0%
HIMS vs NOC
+57.3%
+157.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.6% |
| 7D | -1.4% | -1.8% | +0.4% | -1.4% |
| 30D | -10.1% | -9.4% | -0.6% | -10.3% |
| 3M | -1.2% | -3.8% | +2.6% | -1.5% |
| 6M | +16.9% | -28.8% | +45.7% | +16.4% |
| YTD | -15.5% | -7.9% | -7.6% | -15.5% |
| 1Y | -42.6% | -9.0% | -33.5% | -42.6% |
| 3Y | +320.2% | +29.1% | +291.2% | +322.9% |
| 5Y | +215.0% | +58.9% | +156.1% | +224.2% |
| All | +215.0% | +57.3% | +157.8% | +224.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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