+181.9%
HIMS vs RMD
+68.4%
+113.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.3% | -5.2% |
| 7D | -18.0% | -0.2% | -17.8% | -17.9% |
| 30D | -33.6% | +1.6% | -35.2% | -33.9% |
| 3M | -34.2% | +6.0% | -40.2% | -35.4% |
| 6M | -21.2% | +17.9% | -39.1% | -26.2% |
| YTD | -39.2% | 0.0% | -39.2% | -39.5% |
| 1Y | -49.4% | -4.5% | -44.9% | -48.8% |
| All | +181.9% | +68.4% | +113.4% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 3y: compounded portfolio wealth divided by compounded RMD 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…
3y analysis · Full analysis span regression · 6 months rolling