+182.8%
HIMS vs PTC
+111.4%
+71.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.0% | +5.6% | +2.9% |
| 7D | -3.9% | -10.3% | +6.3% | +1.7% |
| 30D | -12.4% | +1.1% | -13.6% | -13.4% |
| 3M | -1.1% | +1.6% | -2.7% | -3.9% |
| 6M | +68.4% | -13.5% | +81.9% | +78.8% |
| YTD | -14.7% | -19.1% | +4.4% | -6.6% |
| 1Y | -42.4% | -33.9% | -8.5% | -29.0% |
| 3Y | +304.5% | -3.9% | +308.4% | +305.7% |
| 5Y | +237.5% | +6.0% | +231.5% | +216.7% |
| All | +182.8% | +111.4% | +71.4% | +149.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling