+222.2%
HIMS vs RBA
+45.3%
+177.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -3.9% | -2.9% | -1.0% | -2.6% |
| 30D | -12.4% | -12.3% | -0.2% | -6.8% |
| 3M | -1.1% | -20.5% | +19.5% | +9.3% |
| 6M | +68.4% | -18.5% | +87.0% | +83.9% |
| YTD | -14.7% | -18.2% | +3.6% | -7.7% |
| 1Y | -42.4% | -27.5% | -14.9% | -34.1% |
| 3Y | +304.5% | +38.1% | +266.5% | +281.1% |
| All | +222.2% | +45.3% | +177.0% | +191.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling