+207.9%
HIMS vs RVTY
-34.2%
+242.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.6% | +0.5% |
| 7D | -2.7% | -5.4% | +2.7% | +0.3% |
| 30D | -12.2% | +6.7% | -18.9% | -15.1% |
| 3M | -3.7% | +19.0% | -22.7% | -12.9% |
| 6M | +25.9% | +34.6% | -8.7% | +5.2% |
| YTD | -14.1% | +28.3% | -42.3% | -27.4% |
| 1Y | -41.6% | +46.0% | -87.7% | -55.0% |
| 3Y | +327.3% | +16.9% | +310.4% | +269.7% |
| 5Y | +207.9% | -32.9% | +240.9% | +271.2% |
| All | +207.9% | -34.2% | +242.2% | +271.2% |
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