+207.9%
HIMS vs PH
+251.4%
-43.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.4% |
| 7D | -2.7% | 0.0% | -2.7% | -2.8% |
| 30D | -12.2% | -10.3% | -1.9% | -5.1% |
| 3M | -3.7% | +5.1% | -8.8% | -8.5% |
| 6M | +25.9% | +2.3% | +23.6% | +20.8% |
| YTD | -14.1% | +8.7% | -22.8% | -21.7% |
| 1Y | -41.6% | +26.8% | -68.4% | -53.8% |
| 3Y | +327.3% | +139.2% | +188.1% | +124.3% |
| 5Y | +207.9% | +251.1% | -43.2% | +20.5% |
| All | +207.9% | +251.4% | -43.5% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling