+101.3%
HIMS vs SPG
+118.5%
-17.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -24.1% | +2.0% | -26.1% | -24.5% |
| 30D | -28.8% | +17.2% | -46.1% | -31.1% |
| 3M | -31.4% | +6.3% | -37.7% | -32.3% |
| 6M | -18.3% | +18.7% | -37.0% | -21.5% |
| YTD | -39.2% | +30.1% | -69.3% | -42.8% |
| 1Y | -45.3% | +32.8% | -78.0% | -48.7% |
| 3Y | +181.9% | +133.6% | +48.3% | +141.0% |
| 5Y | +166.6% | +84.4% | +82.2% | +129.4% |
| All | +101.3% | +118.5% | -17.2% | +71.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling