+180.0%
HIMS vs NRG
+254.7%
-74.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -0.5% |
| 7D | -1.4% | -0.2% | -1.2% | -1.4% |
| 30D | -10.1% | -6.8% | -3.3% | -7.9% |
| 3M | -1.2% | -7.1% | +5.9% | +0.2% |
| 6M | +16.9% | -27.6% | +44.5% | +28.6% |
| YTD | -15.5% | -29.2% | +13.7% | -7.2% |
| 1Y | -42.6% | -29.9% | -12.7% | -36.4% |
| 3Y | +320.2% | +198.7% | +121.6% | +205.0% |
| 5Y | +215.0% | +192.9% | +22.1% | +125.3% |
| All | +180.0% | +254.7% | -74.7% | +90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling