-28.6%
HIMS vs SO
+3.4%
-32.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.2% | +8.6% | +9.1% |
| 7D | -21.9% | +0.8% | -22.7% | -20.7% |
| 30D | -32.1% | +7.8% | -39.9% | -23.5% |
| 3M | -31.8% | +2.9% | -34.7% | -29.8% |
| 6M | -28.6% | +2.5% | -31.1% | -25.4% |
| All | -28.6% | +3.4% | -32.0% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 6mo: compounded portfolio wealth divided by compounded SO 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…
6mo analysis · Full analysis span regression · 6 months rolling