+138.5%
HIMS vs RGEN
-35.9%
+174.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.8% | -13.8% | -15.3% |
| 7D | -25.6% | -2.4% | -23.2% | -24.6% |
| 30D | -38.1% | +0.1% | -38.2% | -37.9% |
| 3M | -39.8% | +6.6% | -46.4% | -41.3% |
| 6M | -32.3% | +40.9% | -73.3% | -42.2% |
| YTD | -41.1% | +6.2% | -47.3% | -43.3% |
| 1Y | -53.4% | +19.4% | -72.8% | -57.4% |
| 3Y | +180.9% | +17.9% | +163.0% | +142.1% |
| 5Y | +138.5% | -34.0% | +172.6% | +151.6% |
| All | +138.5% | -35.9% | +174.4% | +151.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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