+25.9%
HIMS vs NRG
-22.9%
+48.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.1% |
| 7D | -2.7% | +3.9% | -6.6% | -3.7% |
| 30D | -12.2% | -3.0% | -9.2% | -11.7% |
| 3M | -3.7% | -10.9% | +7.2% | -2.8% |
| 6M | +25.9% | -25.3% | +51.2% | +28.2% |
| All | +25.9% | -22.9% | +48.8% | +28.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling