+184.0%
HIMS vs SITM
+4,507.3%
-4,323.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SITM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.2% |
| 7D | -0.9% | +8.4% | -9.3% | -3.1% |
| 30D | -10.8% | -17.4% | +6.6% | -6.8% |
| 3M | +3.7% | -9.8% | +13.5% | +3.7% |
| 6M | +79.0% | +83.0% | -4.0% | +46.8% |
| YTD | -13.2% | +69.6% | -82.8% | -28.4% |
| 1Y | -43.3% | +144.9% | -188.2% | -58.0% |
| 3Y | +331.4% | +429.9% | -98.5% | +149.4% |
| 5Y | +230.2% | +169.2% | +61.1% | +104.3% |
| All | +184.0% | +4,507.3% | -4,323.3% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SITM.
Daily Out/Under-Performance
Portfolio return minus SITM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SITM 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 SITM 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