+210.1%
HIMS vs QSR
+40.5%
+169.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.4% | 0.0% |
| 7D | -0.7% | -4.0% | +3.3% | +1.2% |
| 30D | -8.2% | +2.8% | -11.0% | -9.5% |
| 3M | -4.7% | +5.1% | -9.8% | -7.9% |
| 6M | +6.3% | +8.8% | -2.5% | 0.0% |
| YTD | -15.3% | +14.8% | -30.1% | -23.6% |
| 1Y | -46.9% | +25.7% | -72.6% | -55.3% |
| 3Y | +321.3% | +27.5% | +293.8% | +232.5% |
| All | +210.1% | +40.5% | +169.6% | +96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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