+184.7%
HIMS vs NTR
+99.2%
+85.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.7% | +0.5% | -3.3% | -2.8% |
| 30D | -12.2% | +21.7% | -33.9% | -16.0% |
| 3M | -3.7% | +22.8% | -26.5% | -8.7% |
| 6M | +25.9% | +8.2% | +17.7% | +22.2% |
| YTD | -14.1% | +32.9% | -47.0% | -21.7% |
| 1Y | -41.6% | +45.3% | -87.0% | -48.3% |
| 3Y | +327.3% | +41.7% | +285.6% | +277.1% |
| 5Y | +207.9% | +49.8% | +158.1% | +161.6% |
| All | +184.7% | +99.2% | +85.5% | +128.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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