+166.6%
HIMS vs RMD
-1.8%
+168.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.3% | -5.3% |
| 7D | -18.0% | -0.2% | -17.8% | -17.9% |
| 30D | -33.6% | +1.6% | -35.2% | -34.1% |
| 3M | -34.2% | +6.0% | -40.2% | -36.0% |
| 6M | -21.2% | +17.9% | -39.1% | -28.5% |
| YTD | -39.2% | 0.0% | -39.2% | -40.4% |
| 1Y | -49.4% | -4.5% | -44.9% | -49.2% |
| 3Y | +189.7% | +70.8% | +118.9% | +97.9% |
| 5Y | +166.6% | -2.0% | +168.7% | +158.9% |
| All | +166.6% | -1.8% | +168.4% | +158.9% |
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