+176.5%
HIMS vs OPEN
-72.1%
+248.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.5% |
| 7D | -2.7% | -2.9% | +0.2% | -2.2% |
| 30D | -12.2% | -13.8% | +1.6% | -9.7% |
| 3M | -3.7% | -30.9% | +27.1% | +3.0% |
| 6M | +25.9% | -40.9% | +66.8% | +38.6% |
| YTD | -14.1% | -48.5% | +34.5% | -4.4% |
| 1Y | -41.6% | -50.9% | +9.3% | -38.7% |
| 3Y | +327.3% | -20.6% | +347.9% | +227.4% |
| 5Y | +207.9% | -84.2% | +292.1% | +195.9% |
| All | +176.5% | -72.1% | +248.6% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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