+210.1%
HIMS vs NTRS
+93.2%
+116.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.4% |
| 7D | -0.7% | +1.4% | -2.1% | -1.6% |
| 30D | -8.2% | -0.7% | -7.6% | -8.2% |
| 3M | -4.7% | +11.3% | -16.0% | -11.6% |
| 6M | +6.3% | +35.5% | -29.2% | -13.9% |
| YTD | -15.3% | +40.6% | -55.9% | -32.8% |
| 1Y | -46.9% | +49.2% | -96.1% | -59.2% |
| 3Y | +321.3% | +167.2% | +154.1% | +120.8% |
| All | +210.1% | +93.2% | +116.9% | +91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling