+182.8%
HIMS vs PRU
+93.1%
+89.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | -3.9% | +1.9% | -5.8% | -4.5% |
| 30D | -12.4% | +2.7% | -15.2% | -13.3% |
| 3M | -1.1% | +19.5% | -20.5% | -6.5% |
| 6M | +68.4% | +26.6% | +41.8% | +56.4% |
| YTD | -14.7% | +12.3% | -27.0% | -18.0% |
| 1Y | -42.4% | +18.0% | -60.5% | -45.5% |
| 3Y | +304.5% | +47.0% | +257.5% | +268.2% |
| 5Y | +237.5% | +48.4% | +189.1% | +206.9% |
| All | +182.8% | +93.1% | +89.6% | +149.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling