+124.7%
HIMS vs SOXQ
+279.9%
-155.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | +0.5% |
| 7D | -1.4% | +2.3% | -3.7% | -3.3% |
| 30D | -10.1% | -3.9% | -6.2% | -7.1% |
| 3M | -1.2% | -4.7% | +3.5% | +0.3% |
| 6M | +16.9% | +47.9% | -31.0% | -20.0% |
| YTD | -15.5% | +64.3% | -79.8% | -47.2% |
| 1Y | -42.6% | +95.7% | -138.3% | -69.1% |
| 3Y | +320.2% | +231.5% | +88.7% | +42.4% |
| 5Y | +215.0% | +255.0% | -39.9% | +2.3% |
| All | +124.7% | +279.9% | -155.2% | -28.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling