+182.8%
HIMS vs RGEN
+111.2%
+71.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.1% |
| 7D | -3.9% | -4.9% | +1.0% | -2.0% |
| 30D | -12.4% | +5.7% | -18.1% | -14.0% |
| 3M | -1.1% | +32.4% | -33.5% | -11.4% |
| 6M | +68.4% | +33.2% | +35.3% | +50.1% |
| YTD | -14.7% | +2.3% | -16.9% | -16.2% |
| 1Y | -42.4% | +39.0% | -81.4% | -50.1% |
| 3Y | +304.5% | -4.6% | +309.2% | +283.6% |
| 5Y | +237.5% | -42.7% | +280.2% | +253.3% |
| All | +182.8% | +111.2% | +71.5% | +162.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling