+101.3%
HIMS vs RMD
+90.1%
+11.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -35.3% |
| 6M | -21.2% | +17.9% | -39.1% | -25.6% |
| YTD | -39.2% | 0.0% | -39.2% | -39.8% |
| 1Y | -49.4% | -4.5% | -44.9% | -49.3% |
| 3Y | +189.7% | +70.8% | +118.9% | +143.8% |
| 5Y | +166.6% | -2.0% | +168.7% | +151.9% |
| All | +101.3% | +90.1% | +11.2% | +86.0% |
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