+197.6%
HIMS vs OTIS
+93.9%
+103.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.2% |
| 7D | -0.9% | -0.8% | -0.2% | -0.7% |
| 30D | -10.8% | -4.7% | -6.1% | -9.5% |
| 3M | +3.7% | +1.2% | +2.5% | +2.8% |
| 6M | +79.0% | -20.5% | +99.5% | +92.6% |
| YTD | -13.2% | -18.4% | +5.2% | -7.8% |
| 1Y | -43.3% | -18.1% | -25.2% | -39.8% |
| 3Y | +331.4% | -10.6% | +342.0% | +333.5% |
| 5Y | +230.2% | -16.1% | +246.3% | +228.4% |
| All | +197.6% | +93.9% | +103.7% | +176.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling