+222.2%
HIMS vs RACE
+93.6%
+128.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.8% |
| 7D | -3.9% | -2.5% | -1.4% | -2.3% |
| 30D | -12.4% | +0.8% | -13.2% | -12.6% |
| 3M | -1.1% | +17.2% | -18.2% | -9.6% |
| 6M | +68.4% | +13.6% | +54.9% | +56.1% |
| YTD | -14.7% | +12.2% | -26.9% | -22.1% |
| 1Y | -42.4% | -16.3% | -26.1% | -36.6% |
| 3Y | +304.5% | +36.4% | +268.1% | +170.8% |
| All | +222.2% | +93.6% | +128.6% | +54.2% |
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