+181.9%
HIMS vs PRU
+55.3%
+126.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.9% |
| 7D | -18.0% | 0.0% | -18.0% | -18.3% |
| 30D | -33.6% | +7.9% | -41.5% | -36.9% |
| 3M | -34.2% | +0.9% | -35.0% | -35.1% |
| 6M | -21.2% | +22.4% | -43.5% | -33.2% |
| YTD | -39.2% | +12.7% | -51.9% | -45.3% |
| 1Y | -49.4% | +19.6% | -69.0% | -56.7% |
| All | +181.9% | +55.3% | +126.5% | +109.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling