-45.3%
HIMS vs SAN
+12.6%
-57.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.3% |
| 7D | -24.1% | +4.0% | -28.1% | -25.8% |
| 30D | -28.8% | -7.8% | -21.0% | -26.0% |
| 3M | -31.4% | -16.4% | -15.1% | -25.0% |
| 6M | -18.3% | +3.5% | -21.8% | -20.1% |
| YTD | -39.2% | +6.7% | -45.9% | -41.5% |
| 1Y | -45.3% | +14.5% | -59.8% | -47.4% |
| All | -45.3% | +12.6% | -57.9% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 1y: compounded portfolio wealth divided by compounded SAN 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…
1y analysis · Full analysis span regression · 6 months rolling