+184.7%
HIMS vs PH
+469.5%
-284.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | -2.7% | 0.0% | -2.7% | -2.8% |
| 30D | -12.2% | -10.3% | -1.9% | -8.1% |
| 3M | -3.7% | +5.1% | -8.8% | -6.3% |
| 6M | +25.9% | +2.3% | +23.6% | +23.4% |
| YTD | -14.1% | +8.7% | -22.8% | -18.1% |
| 1Y | -41.6% | +26.8% | -68.4% | -48.4% |
| 3Y | +327.3% | +139.2% | +188.1% | +210.5% |
| 5Y | +207.9% | +251.1% | -43.2% | +101.0% |
| All | +184.7% | +469.5% | -284.8% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling