+177.1%
HIMS vs REPL
-33.0%
+210.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +3.0% | -14.7% | -11.9% |
| 7D | -9.1% | +14.2% | -23.3% | -9.8% |
| 30D | -25.8% | +65.9% | -91.7% | -28.1% |
| 3M | -27.4% | +84.6% | -112.0% | -30.2% |
| 6M | -18.9% | +446.9% | -465.8% | -30.3% |
| YTD | -29.4% | +129.0% | -158.4% | -38.0% |
| 1Y | -44.1% | +167.9% | -212.0% | -51.6% |
| 3Y | +246.0% | +93.9% | +152.1% | +132.1% |
| 5Y | +177.1% | -33.0% | +210.0% | +129.9% |
| All | +177.1% | -33.0% | +210.0% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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