+187.4%
HIMS vs RACE
+177.7%
+9.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.6% | +2.1% |
| 7D | -0.9% | -1.0% | +0.1% | -0.5% |
| 30D | -10.8% | -1.5% | -9.3% | -9.9% |
| 3M | +3.7% | +15.5% | -11.8% | -2.6% |
| 6M | +79.0% | +17.3% | +61.7% | +66.6% |
| YTD | -13.2% | +11.1% | -24.4% | -18.5% |
| 1Y | -43.3% | -14.3% | -29.0% | -39.9% |
| 3Y | +331.4% | +40.2% | +291.2% | +241.1% |
| 5Y | +230.2% | +92.6% | +137.7% | +122.3% |
| All | +187.4% | +177.7% | +9.8% | +87.8% |
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