-37.7%
HIMS vs PEGA
-44.4%
+6.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -9.1% | -2.9% | -6.2% | -8.5% |
| 30D | -10.1% | -0.5% | -9.7% | -10.1% |
| 3M | -17.1% | +8.5% | -25.6% | -18.9% |
| 6M | -2.2% | -6.3% | +4.0% | -0.9% |
| YTD | -17.9% | -42.2% | +24.3% | +1.5% |
| 1Y | -37.7% | -43.4% | +5.7% | -21.9% |
| All | -37.7% | -44.4% | +6.7% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEGA.
Daily Out/Under-Performance
Portfolio return minus PEGA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEGA 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 PEGA 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