+331.4%
HIMS vs PH
+141.1%
+190.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.2% |
| 7D | -0.9% | +0.4% | -1.3% | -1.3% |
| 30D | -10.8% | -10.8% | 0.0% | -2.6% |
| 3M | +3.7% | +8.5% | -4.8% | -4.7% |
| 6M | +79.0% | +3.9% | +75.0% | +68.7% |
| YTD | -13.2% | +9.4% | -22.7% | -22.5% |
| 1Y | -43.3% | +26.8% | -70.0% | -56.7% |
| 3Y | +331.4% | +140.8% | +190.6% | +142.5% |
| All | +331.4% | +141.1% | +190.3% | +142.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling