+180.7%
HIMS vs PNC
+126.2%
+54.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | +0.1% |
| 7D | -0.7% | -0.6% | -0.2% | -0.5% |
| 30D | -8.2% | -4.4% | -3.8% | -6.9% |
| 3M | -4.7% | +5.2% | -9.9% | -7.0% |
| 6M | +6.3% | +20.6% | -14.3% | -1.5% |
| YTD | -15.3% | +19.8% | -35.0% | -21.4% |
| 1Y | -46.9% | +24.4% | -71.3% | -51.5% |
| 3Y | +321.3% | +131.2% | +190.0% | +222.1% |
| 5Y | +215.8% | +53.1% | +162.7% | +163.8% |
| All | +180.7% | +126.2% | +54.5% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling