+170.3%
HIMS vs OPEN
-94.2%
+264.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.2% | +4.6% | +8.0% |
| 7D | -21.9% | -31.1% | +9.1% | -17.0% |
| 30D | -32.1% | -34.7% | +2.6% | -27.2% |
| 3M | -31.8% | -61.9% | +30.1% | -19.5% |
| 6M | -28.6% | -71.9% | +43.3% | -11.2% |
| YTD | -35.9% | -76.6% | +40.7% | -18.9% |
| 1Y | -47.6% | -83.9% | +36.3% | -29.7% |
| 3Y | +205.6% | -34.4% | +240.0% | +140.5% |
| 5Y | +170.3% | -93.9% | +264.2% | +339.6% |
| All | +170.3% | -94.2% | +264.5% | +339.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling