-41.6%
HIMS vs PTC
-39.6%
-2.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | 0.0% |
| 7D | -2.7% | -13.6% | +10.9% | +1.5% |
| 30D | -12.2% | -14.7% | +2.5% | -8.0% |
| 3M | -3.7% | -5.9% | +2.2% | -2.0% |
| 6M | +25.9% | -21.1% | +47.0% | +37.9% |
| YTD | -14.1% | -26.0% | +11.9% | +0.8% |
| 1Y | -41.6% | -36.8% | -4.8% | -12.7% |
| All | -41.6% | -39.6% | -2.0% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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