+141.5%
HIMS vs RCAT
+41.8%
+99.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.5% |
| 7D | -24.1% | -5.9% | -18.2% | -23.5% |
| 30D | -28.8% | -19.7% | -9.2% | -26.9% |
| 3M | -31.4% | -62.9% | +31.4% | -21.9% |
| 6M | -18.3% | -59.6% | +41.3% | -8.8% |
| YTD | -39.2% | -52.1% | +12.8% | -35.3% |
| 1Y | -45.3% | -50.9% | +5.6% | -42.1% |
| 3Y | +181.9% | +333.8% | -151.9% | +133.0% |
| All | +141.5% | +41.8% | +99.7% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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