-37.7%
HIMS vs NTRS
+43.5%
-81.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.1% | +0.6% | +2.1% |
| 7D | -9.1% | +3.6% | -12.6% | -10.7% |
| 30D | -10.1% | +4.3% | -14.5% | -12.1% |
| 3M | -17.1% | -1.9% | -15.2% | -17.6% |
| 6M | -2.2% | +11.4% | -13.7% | -11.1% |
| YTD | -17.9% | +32.3% | -50.2% | -37.8% |
| 1Y | -37.7% | +42.5% | -80.2% | -57.5% |
| All | -37.7% | +43.5% | -81.2% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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