+184.7%
HIMS vs RSG
+185.6%
-0.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.3% | -1.0% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -12.2% | +3.7% | -15.8% | -12.4% |
| 3M | -3.7% | +6.2% | -9.9% | -4.4% |
| 6M | +25.9% | -2.8% | +28.7% | +26.6% |
| YTD | -14.1% | +5.9% | -20.0% | -15.2% |
| 1Y | -41.6% | -1.8% | -39.9% | -41.5% |
| 3Y | +327.3% | +57.5% | +269.8% | +292.4% |
| 5Y | +207.9% | +91.1% | +116.9% | +176.0% |
| All | +184.7% | +185.6% | -0.9% | +148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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