-37.7%
HIMS vs RIO
+29.3%
-67.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.6% | +0.1% | +2.1% |
| 7D | -9.1% | -1.6% | -7.5% | -8.5% |
| 30D | -10.1% | -11.6% | +1.4% | -4.9% |
| 3M | -17.1% | -12.7% | -4.4% | -11.0% |
| 6M | -2.2% | -12.4% | +10.1% | +3.3% |
| YTD | -17.9% | +11.0% | -28.9% | -19.6% |
| 1Y | -37.7% | +30.8% | -68.5% | -48.4% |
| All | -37.7% | +29.3% | -67.0% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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