+184.7%
HIMS vs SONY
+102.4%
+82.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | -2.7% | -4.9% | +2.2% | -0.1% |
| 30D | -12.2% | -1.6% | -10.6% | -11.9% |
| 3M | -3.7% | +10.0% | -13.7% | -10.6% |
| 6M | +25.9% | +8.4% | +17.5% | +16.8% |
| YTD | -14.1% | -8.4% | -5.6% | -12.0% |
| 1Y | -41.6% | -18.4% | -23.3% | -35.8% |
| 3Y | +327.3% | +41.0% | +286.3% | +234.8% |
| 5Y | +207.9% | +9.3% | +198.7% | +180.7% |
| All | +184.7% | +102.4% | +82.3% | +144.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling