-42.4%
HIMS vs SOXQ
+111.3%
-153.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.8% | -3.0% |
| 7D | -3.9% | +2.3% | -6.3% | -5.7% |
| 30D | -12.4% | -2.3% | -10.2% | -11.0% |
| 3M | -1.1% | -13.8% | +12.7% | +6.8% |
| 6M | +68.4% | +48.6% | +19.8% | +3.1% |
| YTD | -14.7% | +66.0% | -80.6% | -53.4% |
| 1Y | -42.4% | +107.9% | -150.3% | -76.9% |
| All | -42.4% | +111.3% | -153.7% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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