+112.3%
HIMS vs RBA
+182.3%
-70.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.5% | +9.3% | +8.9% |
| 7D | -21.9% | +0.6% | -22.6% | -22.2% |
| 30D | -32.1% | +9.0% | -41.0% | -34.3% |
| 3M | -31.8% | +7.2% | -39.0% | -33.8% |
| 6M | -28.6% | -7.8% | -20.8% | -27.4% |
| YTD | -35.9% | -6.4% | -29.6% | -35.4% |
| 1Y | -47.6% | -4.2% | -43.5% | -47.6% |
| 3Y | +205.6% | +64.1% | +141.5% | +178.3% |
| 5Y | +170.3% | +48.4% | +121.9% | +146.1% |
| All | +112.3% | +182.3% | -70.0% | +80.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling