+331.4%
HIMS vs RMD
+51.8%
+279.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +2.7% |
| 7D | -0.9% | -4.5% | +3.5% | +0.5% |
| 30D | -10.8% | +4.6% | -15.4% | -12.1% |
| 3M | +3.7% | +14.8% | -11.1% | -1.9% |
| 6M | +79.0% | -12.1% | +91.0% | +86.9% |
| YTD | -13.2% | -7.5% | -5.8% | -11.5% |
| 1Y | -43.3% | -20.1% | -23.2% | -38.5% |
| All | +331.4% | +51.8% | +279.6% | +262.7% |
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