+230.2%
HIMS vs ROP
-14.2%
+244.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.5% | +3.5% |
| 7D | -0.9% | -5.4% | +4.5% | +2.5% |
| 30D | -10.8% | -1.6% | -9.2% | -10.0% |
| 3M | +3.7% | +18.8% | -15.2% | -10.7% |
| 6M | +79.0% | +8.2% | +70.8% | +64.0% |
| YTD | -13.2% | -10.5% | -2.8% | -7.2% |
| 1Y | -43.3% | -23.7% | -19.5% | -30.7% |
| 3Y | +331.4% | -17.9% | +349.3% | +394.1% |
| 5Y | +230.2% | -15.3% | +245.6% | +240.2% |
| All | +230.2% | -14.2% | +244.4% | +240.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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