+177.5%
HIMS vs RVMD
+634.9%
-457.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +2.9% | +1.9% |
| 7D | -0.9% | -1.2% | +0.3% | -0.7% |
| 30D | -10.8% | +1.1% | -11.9% | -11.1% |
| 3M | +3.7% | +39.6% | -35.9% | -3.6% |
| 6M | +79.0% | +110.7% | -31.7% | +50.4% |
| YTD | -13.2% | +160.3% | -173.5% | -31.7% |
| 1Y | -43.3% | +404.9% | -448.2% | -61.7% |
| 3Y | +331.4% | +545.5% | -214.1% | +163.2% |
| 5Y | +230.2% | +584.7% | -354.4% | +80.9% |
| All | +177.5% | +634.9% | -457.4% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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