+207.6%
HIMS vs NXT
+171.8%
+35.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | 0.0% |
| 7D | -2.7% | -0.2% | -2.5% | -2.7% |
| 30D | -12.2% | -20.0% | +7.8% | -6.7% |
| 3M | -3.7% | -30.9% | +27.2% | +6.0% |
| 6M | +25.9% | -23.8% | +49.7% | +32.0% |
| YTD | -14.1% | -5.4% | -8.6% | -15.4% |
| 1Y | -41.6% | +28.0% | -69.7% | -46.4% |
| 3Y | +327.3% | +93.3% | +233.9% | +240.8% |
| All | +207.6% | +171.8% | +35.8% | +133.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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