+134.1%
HIMS vs RBA
+182.6%
-48.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +2.4% | -14.2% | -12.6% |
| 7D | -9.1% | +2.5% | -11.6% | -10.0% |
| 30D | -25.8% | +11.6% | -37.4% | -28.8% |
| 3M | -27.4% | +1.5% | -28.9% | -28.1% |
| 6M | -18.9% | -6.6% | -12.2% | -17.8% |
| YTD | -29.4% | -6.3% | -23.1% | -28.7% |
| 1Y | -44.1% | -4.0% | -40.1% | -44.1% |
| 3Y | +246.0% | +47.3% | +198.7% | +220.6% |
| 5Y | +177.1% | +47.7% | +129.4% | +152.5% |
| All | +134.1% | +182.6% | -48.6% | +98.8% |
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