+174.6%
HIMS vs OPEN
-70.7%
+245.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -3.9% | -4.3% | +0.3% | -3.2% |
| 30D | -12.4% | -16.2% | +3.8% | -9.4% |
| 3M | -1.1% | -36.4% | +35.3% | +7.5% |
| 6M | +68.4% | -35.5% | +103.9% | +82.5% |
| YTD | -14.7% | -46.0% | +31.3% | -5.9% |
| 1Y | -42.4% | -47.1% | +4.7% | -40.5% |
| 3Y | +304.5% | -19.0% | +323.5% | +209.2% |
| 5Y | +237.5% | -83.6% | +321.1% | +222.4% |
| All | +174.6% | -70.7% | +245.3% | +154.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling