+187.4%
HIMS vs ROKU
+5.9%
+181.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.8% | +1.7% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | -10.8% | +1.5% | -12.3% | -11.3% |
| 3M | +3.7% | +25.7% | -22.0% | -4.0% |
| 6M | +79.0% | +54.5% | +24.5% | +56.6% |
| YTD | -13.2% | +43.2% | -56.4% | -22.8% |
| 1Y | -43.3% | +56.3% | -99.5% | -50.7% |
| 3Y | +331.4% | +86.1% | +245.3% | +246.5% |
| 5Y | +230.2% | -53.6% | +283.8% | +192.7% |
| All | +187.4% | +5.9% | +181.5% | +153.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling