+207.9%
HIMS vs RCAT
+184.3%
+23.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.5% | +5.5% | -0.1% |
| 7D | -2.7% | -2.3% | -0.4% | -2.5% |
| 30D | -12.2% | -18.7% | +6.5% | -9.9% |
| 3M | -3.7% | -29.3% | +25.5% | +0.2% |
| 6M | +25.9% | -42.3% | +68.2% | +32.3% |
| YTD | -14.1% | +2.5% | -16.6% | -17.1% |
| 1Y | -41.6% | -5.7% | -35.9% | -43.8% |
| 3Y | +327.3% | +764.9% | -437.6% | +225.1% |
| 5Y | +207.9% | +182.3% | +25.7% | +140.3% |
| All | +207.9% | +184.3% | +23.7% | +140.3% |
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