+180.0%
HIMS vs POET
+181.5%
-1.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.4% | -1.0% |
| 7D | -1.4% | +3.7% | -5.0% | -1.9% |
| 30D | -10.1% | -11.5% | +1.5% | -8.7% |
| 3M | -1.2% | -30.8% | +29.6% | +2.6% |
| 6M | +16.9% | +8.6% | +8.3% | +6.8% |
| YTD | -15.5% | +20.1% | -35.6% | -24.3% |
| 1Y | -42.6% | +35.7% | -78.3% | -50.2% |
| 3Y | +320.2% | +116.5% | +203.7% | +223.6% |
| 5Y | +215.0% | -8.4% | +223.5% | +154.4% |
| All | +180.0% | +181.5% | -1.5% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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