+141.5%
HIMS vs RACE
+64.4%
+77.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.9% |
| 7D | -24.1% | -1.2% | -22.9% | -23.5% |
| 30D | -28.8% | +6.1% | -35.0% | -31.4% |
| 3M | -31.4% | -0.3% | -31.1% | -31.1% |
| 6M | -18.3% | +23.4% | -41.7% | -27.9% |
| YTD | -39.2% | +12.5% | -51.8% | -44.6% |
| 1Y | -45.3% | -0.5% | -44.8% | -45.7% |
| 3Y | +181.9% | +23.6% | +158.2% | +109.0% |
| All | +141.5% | +64.4% | +77.1% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling