+101.3%
HIMS vs PH
+474.6%
-373.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.7% | -4.5% |
| 7D | -18.0% | +7.4% | -25.4% | -20.7% |
| 30D | -33.6% | +0.5% | -34.1% | -34.1% |
| 3M | -34.2% | -10.2% | -23.9% | -31.5% |
| 6M | -21.2% | +8.9% | -30.1% | -25.1% |
| YTD | -39.2% | +9.7% | -48.9% | -42.7% |
| 1Y | -49.4% | +12.8% | -62.3% | -52.9% |
| 3Y | +189.7% | +134.6% | +55.1% | +110.6% |
| 5Y | +166.6% | +204.5% | -37.9% | +76.0% |
| All | +101.3% | +474.6% | -373.3% | +24.7% |
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