+182.8%
HIMS vs PSA
+61.2%
+121.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.1% |
| 7D | -3.9% | -3.7% | -0.3% | -2.9% |
| 30D | -12.4% | -7.7% | -4.7% | -10.5% |
| 3M | -1.1% | -0.6% | -0.5% | -1.6% |
| 6M | +68.4% | -0.9% | +69.4% | +67.5% |
| YTD | -14.7% | +18.7% | -33.3% | -19.9% |
| 1Y | -42.4% | +7.6% | -50.0% | -44.4% |
| 3Y | +304.5% | +23.7% | +280.9% | +267.1% |
| 5Y | +237.5% | +13.7% | +223.9% | +215.2% |
| All | +182.8% | +61.2% | +121.6% | +155.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling