+210.1%
HIMS vs RRX
+17.8%
+192.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -1.8% |
| 7D | -0.7% | -0.3% | -0.4% | -0.6% |
| 30D | -8.2% | -6.1% | -2.1% | -5.0% |
| 3M | -4.7% | -23.1% | +18.3% | +8.8% |
| 6M | +6.3% | -19.5% | +25.8% | +16.6% |
| YTD | -15.3% | +16.1% | -31.3% | -26.6% |
| 1Y | -46.9% | +12.9% | -59.8% | -53.5% |
| 3Y | +321.3% | +7.9% | +313.3% | +264.5% |
| All | +210.1% | +17.8% | +192.3% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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