+331.4%
HIMS vs RBA
+29.1%
+302.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.6% | +3.0% |
| 7D | -0.9% | -1.1% | +0.1% | -0.3% |
| 30D | -10.8% | -13.2% | +2.4% | -1.9% |
| 3M | +3.7% | -21.4% | +25.0% | +19.7% |
| 6M | +79.0% | -20.9% | +99.8% | +105.8% |
| YTD | -13.2% | -19.9% | +6.6% | -3.0% |
| 1Y | -43.3% | -28.7% | -14.6% | -30.4% |
| 3Y | +331.4% | +27.4% | +304.0% | +306.5% |
| All | +331.4% | +29.1% | +302.3% | +306.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 3y: compounded portfolio wealth divided by compounded RBA 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…
3y analysis · Full analysis span regression · 6 months rolling