+224.9%
HIMS vs SAP
+58.9%
+166.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.1% |
| 7D | -3.9% | -2.9% | -1.0% | -2.3% |
| 30D | -12.4% | +9.0% | -21.5% | -16.9% |
| 3M | -1.1% | +14.9% | -16.0% | -10.5% |
| 6M | +68.4% | +11.9% | +56.6% | +54.0% |
| YTD | -14.7% | -9.9% | -4.8% | -11.6% |
| 1Y | -42.4% | -19.5% | -22.9% | -34.7% |
| 3Y | +304.5% | +61.8% | +242.7% | +143.9% |
| All | +224.9% | +58.9% | +166.0% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SAP.
Daily Out/Under-Performance
Portfolio return minus SAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAP 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 SAP 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