+230.2%
HIMS vs OPEN
-84.0%
+314.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +2.1% |
| 7D | -0.9% | +1.0% | -1.9% | -1.1% |
| 30D | -10.8% | -11.9% | +1.1% | -8.7% |
| 3M | +3.7% | -28.8% | +32.5% | +10.1% |
| 6M | +79.0% | -38.6% | +117.6% | +95.0% |
| YTD | -13.2% | -47.3% | +34.1% | -4.3% |
| 1Y | -43.3% | -49.2% | +5.9% | -40.8% |
| 3Y | +331.4% | -18.8% | +350.2% | +235.3% |
| 5Y | +230.2% | -83.6% | +313.9% | +231.2% |
| All | +230.2% | -84.0% | +314.3% | +231.2% |
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