-37.7%
HIMS vs RJF
+7.8%
-45.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.3% | -0.6% | +2.0% |
| 7D | -9.1% | +7.2% | -16.2% | -11.6% |
| 30D | -10.1% | +4.9% | -15.1% | -11.9% |
| 3M | -17.1% | -5.5% | -11.6% | -15.2% |
| 6M | -2.2% | +8.0% | -10.2% | -7.5% |
| YTD | -17.9% | +6.2% | -24.1% | -23.4% |
| 1Y | -37.7% | +7.8% | -45.5% | -43.5% |
| All | -37.7% | +7.8% | -45.5% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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