-37.7%
HIMS vs OTIS
-9.8%
-27.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.9% | -0.1% | +4.8% |
| 7D | -9.1% | +9.5% | -18.6% | -6.7% |
| 30D | -10.1% | +21.1% | -31.3% | -5.5% |
| 3M | -17.1% | +9.0% | -26.1% | -15.0% |
| 6M | -2.2% | +6.4% | -8.7% | -0.2% |
| YTD | -17.9% | -7.1% | -10.8% | -21.2% |
| 1Y | -37.7% | -10.1% | -27.6% | -40.7% |
| All | -37.7% | -9.8% | -27.9% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 1y: compounded portfolio wealth divided by compounded OTIS 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…
1y analysis · Full analysis span regression · 6 months rolling