+207.9%
HIMS vs RRC
+154.4%
+53.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | -2.7% | -1.7% | -1.0% | -2.2% |
| 30D | -12.2% | +3.6% | -15.8% | -13.3% |
| 3M | -3.7% | +8.8% | -12.6% | -7.5% |
| 6M | +25.9% | +0.8% | +25.1% | +23.6% |
| YTD | -14.1% | +19.0% | -33.0% | -21.0% |
| 1Y | -41.6% | +22.9% | -64.5% | -47.1% |
| 3Y | +327.3% | +32.3% | +294.9% | +289.0% |
| 5Y | +207.9% | +151.6% | +56.4% | +124.0% |
| All | +207.9% | +154.4% | +53.6% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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