+134.1%
HIMS vs RACE
+186.5%
-52.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +0.7% | -12.4% | -12.1% |
| 7D | -9.1% | +3.9% | -13.0% | -10.8% |
| 30D | -25.8% | +7.4% | -33.2% | -28.3% |
| 3M | -27.4% | +1.6% | -29.0% | -27.8% |
| 6M | -18.9% | +23.3% | -42.2% | -26.4% |
| YTD | -29.4% | +14.7% | -44.0% | -34.7% |
| 1Y | -44.1% | +2.5% | -46.6% | -45.4% |
| 3Y | +246.0% | +28.0% | +218.0% | +188.2% |
| 5Y | +177.1% | +69.8% | +107.2% | +89.3% |
| All | +134.1% | +186.5% | -52.5% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling