+210.9%
HIMS vs RMD
-22.5%
+233.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +3.2% |
| 7D | -0.9% | -4.5% | +3.5% | +1.2% |
| 30D | -10.8% | +4.6% | -15.4% | -12.7% |
| 3M | +3.7% | +14.8% | -11.1% | -4.2% |
| 6M | +79.0% | -12.1% | +91.0% | +88.3% |
| YTD | -13.2% | -7.5% | -5.8% | -11.6% |
| 1Y | -43.3% | -20.1% | -23.2% | -37.5% |
| 3Y | +331.4% | +53.9% | +277.5% | +210.5% |
| All | +210.9% | -22.5% | +233.5% | +203.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling