-37.7%
HIMS vs RF
+25.4%
-63.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.6% |
| 7D | -9.1% | +2.3% | -11.3% | -9.3% |
| 30D | -10.1% | +7.2% | -17.4% | -10.8% |
| 3M | -17.1% | -8.2% | -8.9% | -16.6% |
| 6M | -2.2% | +7.0% | -9.3% | -5.5% |
| YTD | -17.9% | +10.3% | -28.2% | -22.6% |
| 1Y | -37.7% | +25.1% | -62.8% | -47.1% |
| All | -37.7% | +25.4% | -63.1% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 1y: compounded portfolio wealth divided by compounded RF 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…
1y analysis · Full analysis span regression · 6 months rolling