+197.3%
HIMS vs PH
+139.3%
+58.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.8% | +8.0% | +8.1% |
| 7D | -21.9% | +6.9% | -28.8% | -26.3% |
| 30D | -32.1% | +1.7% | -33.8% | -33.8% |
| 3M | -31.8% | -8.1% | -23.6% | -28.0% |
| 6M | -28.6% | +11.5% | -40.1% | -37.5% |
| YTD | -35.9% | +11.4% | -47.3% | -44.9% |
| 1Y | -47.6% | +14.1% | -61.7% | -56.2% |
| All | +197.3% | +139.3% | +58.0% | +61.6% |
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