-42.4%
HIMS vs SONY
-10.8%
-31.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | 0.0% |
| 7D | -3.9% | -1.2% | -2.8% | -3.7% |
| 30D | -12.4% | +9.4% | -21.9% | -14.8% |
| 3M | -1.1% | +10.5% | -11.6% | -4.8% |
| 6M | +68.4% | +11.7% | +56.8% | +58.4% |
| YTD | -14.7% | -4.1% | -10.6% | -11.4% |
| 1Y | -42.4% | -11.8% | -30.6% | -35.0% |
| All | -42.4% | -10.8% | -31.6% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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