-44.1%
HIMS vs QLD
+9.9%
-54.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +6.8% | -18.6% | -17.7% |
| 7D | -9.1% | -1.4% | -7.7% | -8.9% |
| 30D | -25.8% | -19.6% | -6.2% | -9.9% |
| 3M | -27.4% | -14.1% | -13.2% | -17.2% |
| 6M | -18.9% | -13.6% | -5.2% | -10.7% |
| YTD | -29.4% | +12.5% | -41.9% | -42.7% |
| All | -44.1% | +9.9% | -54.0% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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