+182.8%
HIMS vs PH
+477.4%
-294.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.9% | -3.1% | -0.9% | -2.6% |
| 30D | -12.4% | -3.2% | -9.2% | -11.8% |
| 3M | -1.1% | +10.6% | -11.7% | -5.9% |
| 6M | +68.4% | -2.1% | +70.6% | +68.6% |
| YTD | -14.7% | +10.2% | -24.8% | -19.1% |
| 1Y | -42.4% | +28.2% | -70.6% | -49.3% |
| 3Y | +304.5% | +134.9% | +169.6% | +195.0% |
| 5Y | +237.5% | +253.6% | -16.1% | +119.1% |
| All | +182.8% | +477.4% | -294.6% | +75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling