-37.7%
HIMS vs NRG
-50.8%
+13.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -13.5% | +17.3% | +7.1% |
| 7D | -9.1% | -13.7% | +4.6% | -6.0% |
| 30D | -10.1% | -13.6% | +3.4% | -7.0% |
| 3M | -17.1% | -28.5% | +11.4% | -10.0% |
| 6M | -2.2% | -45.8% | +43.5% | +12.2% |
| YTD | -17.9% | -46.9% | +29.1% | -5.6% |
| 1Y | -37.7% | -49.7% | +12.0% | -25.0% |
| All | -37.7% | -50.8% | +13.1% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling