+230.2%
HIMS vs SPG
+106.4%
+123.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +0.9% |
| 7D | -0.9% | 0.0% | -1.0% | -1.0% |
| 30D | -10.8% | -4.9% | -5.9% | -7.9% |
| 3M | +3.7% | +3.3% | +0.4% | -0.3% |
| 6M | +79.0% | +11.2% | +67.8% | +62.3% |
| YTD | -13.2% | +17.1% | -30.3% | -24.3% |
| 1Y | -43.3% | +21.6% | -64.8% | -52.0% |
| 3Y | +331.4% | +111.9% | +219.5% | +140.6% |
| 5Y | +230.2% | +106.9% | +123.3% | +85.4% |
| All | +230.2% | +106.4% | +123.9% | +85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling