+327.3%
HIMS vs OTIS
-12.0%
+339.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.7% |
| 7D | -2.7% | -2.2% | -0.6% | -2.3% |
| 30D | -12.2% | -4.3% | -7.9% | -11.4% |
| 3M | -3.7% | -2.2% | -1.6% | -3.6% |
| 6M | +25.9% | -19.9% | +45.8% | +33.0% |
| YTD | -14.1% | -19.3% | +5.3% | -9.9% |
| 1Y | -41.6% | -19.6% | -22.1% | -38.7% |
| All | +327.3% | -12.0% | +339.3% | +287.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling