+101.3%
HIMS vs RMD
+91.1%
+10.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -24.1% | +2.1% | -26.2% | -24.5% |
| 30D | -28.8% | +2.1% | -30.9% | -29.2% |
| 3M | -31.4% | +6.2% | -37.7% | -32.6% |
| 6M | -18.3% | +19.4% | -37.7% | -23.2% |
| YTD | -39.2% | +0.5% | -39.8% | -39.9% |
| 1Y | -45.3% | -3.9% | -41.3% | -45.2% |
| 3Y | +181.9% | +72.5% | +109.3% | +136.5% |
| 5Y | +166.6% | -1.5% | +168.1% | +151.5% |
| All | +101.3% | +91.1% | +10.2% | +85.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling