+178.6%
HIMS vs ONTO
+661.2%
-482.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -0.4% |
| 7D | -1.4% | +6.5% | -7.9% | -3.7% |
| 30D | -10.1% | -15.9% | +5.8% | -4.7% |
| 3M | -1.2% | -0.2% | -1.1% | -4.7% |
| 6M | +16.9% | +38.7% | -21.8% | -0.2% |
| YTD | -15.5% | +70.4% | -85.8% | -33.4% |
| 1Y | -42.6% | +153.6% | -196.2% | -61.1% |
| 3Y | +320.2% | +109.2% | +211.0% | +181.0% |
| 5Y | +215.0% | +249.7% | -34.7% | +75.8% |
| All | +178.6% | +661.2% | -482.6% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling