+184.7%
HIMS vs QSR
+33.9%
+150.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.7% | -0.6% |
| 7D | -2.7% | -2.4% | -0.4% | -2.2% |
| 30D | -12.2% | +5.7% | -17.9% | -13.5% |
| 3M | -3.7% | +6.9% | -10.7% | -5.8% |
| 6M | +25.9% | +6.9% | +19.0% | +22.8% |
| YTD | -14.1% | +14.9% | -29.0% | -18.2% |
| 1Y | -41.6% | +29.1% | -70.7% | -46.6% |
| 3Y | +327.3% | +26.1% | +301.1% | +292.3% |
| 5Y | +207.9% | +42.3% | +165.6% | +168.9% |
| All | +184.7% | +33.9% | +150.8% | +145.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling