+215.0%
HIMS vs ROKU
-54.7%
+269.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.9% |
| 7D | -1.4% | -2.6% | +1.3% | -0.4% |
| 30D | -10.1% | +2.1% | -12.2% | -10.9% |
| 3M | -1.2% | +31.8% | -33.0% | -12.6% |
| 6M | +16.9% | +53.3% | -36.4% | -2.1% |
| YTD | -15.5% | +42.1% | -57.6% | -27.7% |
| 1Y | -42.6% | +62.3% | -104.9% | -53.4% |
| 3Y | +320.2% | +84.6% | +235.6% | +209.5% |
| 5Y | +215.0% | -53.1% | +268.1% | +230.9% |
| All | +215.0% | -54.7% | +269.7% | +230.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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