+138.5%
HIMS vs ROP
+0.5%
+138.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.6% | -17.2% | -17.0% |
| 7D | -25.6% | +0.2% | -25.8% | -25.8% |
| 30D | -38.1% | +30.3% | -68.4% | -48.0% |
| 3M | -39.8% | +17.8% | -57.6% | -46.2% |
| 6M | -32.3% | +38.9% | -71.2% | -47.7% |
| YTD | -41.1% | +7.6% | -48.7% | -44.3% |
| 1Y | -53.4% | +6.5% | -59.9% | -55.6% |
| 3Y | +180.9% | -6.3% | +187.2% | +198.5% |
| 5Y | +138.5% | +0.9% | +137.6% | +119.1% |
| All | +138.5% | +0.5% | +138.0% | +119.1% |
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