+182.8%
HIMS vs RCAT
+234.8%
-52.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.3% |
| 7D | -3.9% | -1.4% | -2.5% | -3.9% |
| 30D | -12.4% | -3.3% | -9.1% | -12.4% |
| 3M | -1.1% | -43.2% | +42.1% | +1.1% |
| 6M | +68.4% | -43.2% | +111.6% | +71.3% |
| YTD | -14.7% | +5.5% | -20.2% | -15.5% |
| 1Y | -42.4% | -1.6% | -40.8% | -43.0% |
| 3Y | +304.5% | +773.7% | -469.2% | +280.2% |
| 5Y | +237.5% | +187.6% | +49.9% | +218.4% |
| All | +182.8% | +234.8% | -52.0% | +162.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling