+138.5%
HIMS vs RVTY
-7.6%
+146.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.0% | -15.6% | -16.0% |
| 7D | -25.6% | -2.7% | -22.9% | -24.4% |
| 30D | -38.1% | +3.2% | -41.4% | -39.1% |
| 3M | -39.8% | +37.2% | -77.0% | -49.6% |
| 6M | -32.3% | +57.7% | -90.0% | -48.1% |
| YTD | -41.1% | +64.8% | -105.9% | -56.9% |
| 1Y | -53.4% | +72.8% | -126.2% | -67.1% |
| 3Y | +180.9% | +89.8% | +91.1% | +84.9% |
| 5Y | +138.5% | -8.4% | +147.0% | +145.7% |
| All | +138.5% | -7.6% | +146.2% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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