+184.7%
HIMS vs SIRI
-45.7%
+230.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | -2.7% | -3.9% | +1.2% | -1.9% |
| 30D | -12.2% | -0.8% | -11.3% | -12.0% |
| 3M | -3.7% | +4.3% | -8.0% | -4.8% |
| 6M | +25.9% | +34.1% | -8.2% | +18.5% |
| YTD | -14.1% | +47.3% | -61.4% | -21.1% |
| 1Y | -41.6% | +22.9% | -64.5% | -44.5% |
| 3Y | +327.3% | -24.6% | +351.8% | +326.9% |
| 5Y | +207.9% | -43.2% | +251.1% | +211.6% |
| All | +184.7% | -45.7% | +230.4% | +185.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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