+101.3%
HIMS vs O
+17.8%
+83.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -5.1% |
| 7D | -18.0% | -0.4% | -17.6% | -18.0% |
| 30D | -33.6% | +8.3% | -41.9% | -34.5% |
| 3M | -34.2% | -4.0% | -30.2% | -33.8% |
| 6M | -21.2% | -2.6% | -18.5% | -21.3% |
| YTD | -39.2% | +9.9% | -49.1% | -40.8% |
| 1Y | -49.4% | +9.8% | -59.3% | -50.8% |
| 3Y | +189.7% | +39.7% | +150.0% | +167.6% |
| 5Y | +166.6% | +9.2% | +157.5% | +156.4% |
| All | +101.3% | +17.8% | +83.5% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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