+141.5%
HIMS vs RGEN
-35.5%
+176.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | -24.1% | -3.3% | -20.8% | -22.9% |
| 30D | -28.8% | -5.8% | -23.0% | -26.5% |
| 3M | -31.4% | +0.2% | -31.6% | -31.2% |
| 6M | -18.3% | +56.8% | -75.0% | -33.2% |
| YTD | -39.2% | +2.4% | -41.6% | -40.5% |
| 1Y | -45.3% | +11.4% | -56.7% | -48.3% |
| 3Y | +181.9% | +15.2% | +166.7% | +145.8% |
| All | +141.5% | -35.5% | +176.9% | +154.1% |
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