+207.9%
HIMS vs PSA
+10.8%
+197.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.4% | 0.0% |
| 7D | -2.7% | -2.2% | -0.5% | -1.8% |
| 30D | -12.2% | -9.6% | -2.6% | -8.4% |
| 3M | -3.7% | -7.9% | +4.2% | -1.1% |
| 6M | +25.9% | -2.0% | +27.9% | +25.2% |
| YTD | -14.1% | +15.7% | -29.8% | -21.7% |
| 1Y | -41.6% | +5.8% | -47.4% | -44.5% |
| 3Y | +327.3% | +21.6% | +305.7% | +257.7% |
| 5Y | +207.9% | +13.1% | +194.8% | +144.7% |
| All | +207.9% | +10.8% | +197.1% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 5y: compounded portfolio wealth divided by compounded PSA 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…
5y analysis · Full analysis span regression · 6 months rolling