-37.7%
HIMS vs PHM
+16.2%
-53.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +7.2% | -3.4% | +2.7% |
| 7D | -9.1% | +13.6% | -22.7% | -10.9% |
| 30D | -10.1% | +19.3% | -29.4% | -13.0% |
| 3M | -17.1% | +3.5% | -20.6% | -17.8% |
| 6M | -2.2% | +18.6% | -20.8% | -5.3% |
| YTD | -17.9% | +16.7% | -34.6% | -22.5% |
| 1Y | -37.7% | +14.6% | -52.3% | -42.8% |
| All | -37.7% | +16.2% | -53.9% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling