-37.7%
HIMS vs SPG
+34.3%
-72.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.9% | +0.8% | +4.0% |
| 7D | -9.1% | +8.2% | -17.2% | -8.4% |
| 30D | -10.1% | +13.5% | -23.6% | -9.3% |
| 3M | -17.1% | +2.2% | -19.3% | -17.5% |
| 6M | -2.2% | +15.9% | -18.1% | -6.2% |
| YTD | -17.9% | +27.6% | -45.5% | -24.8% |
| 1Y | -37.7% | +30.9% | -68.6% | -43.4% |
| All | -37.7% | +34.3% | -72.0% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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