-41.6%
HIMS vs PRU
+16.8%
-58.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.6% |
| 7D | -2.7% | -1.9% | -0.8% | -2.4% |
| 30D | -12.2% | -2.6% | -9.6% | -12.0% |
| 3M | -3.7% | +14.7% | -18.4% | -10.2% |
| 6M | +25.9% | +25.7% | +0.2% | +11.3% |
| YTD | -14.1% | +8.3% | -22.3% | -19.3% |
| 1Y | -41.6% | +17.3% | -58.9% | -45.9% |
| All | -41.6% | +16.8% | -58.4% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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