+321.3%
HIMS vs NRG
+203.5%
+117.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.4% | -0.5% |
| 7D | -0.7% | -4.7% | +3.9% | +1.5% |
| 30D | -8.2% | -6.0% | -2.2% | -5.9% |
| 3M | -4.7% | -8.0% | +3.2% | -2.9% |
| 6M | +6.3% | -23.2% | +29.5% | +16.5% |
| YTD | -15.3% | -28.1% | +12.8% | -5.7% |
| 1Y | -46.9% | -27.3% | -19.6% | -40.8% |
| 3Y | +321.3% | +208.7% | +112.6% | +164.5% |
| All | +321.3% | +203.5% | +117.8% | +164.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling