-41.6%
HIMS vs PH
+26.6%
-68.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -12.2% | -10.3% | -1.9% | -9.2% |
| 3M | -3.7% | +5.1% | -8.8% | -6.7% |
| 6M | +25.9% | +2.3% | +23.6% | +22.7% |
| YTD | -14.1% | +8.7% | -22.8% | -17.3% |
| 1Y | -41.6% | +26.8% | -68.4% | -45.1% |
| All | -41.6% | +26.6% | -68.2% | -45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling