+182.8%
HIMS vs SPG
+94.3%
+88.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.2% |
| 7D | -3.9% | -2.4% | -1.5% | -3.5% |
| 30D | -12.4% | -6.8% | -5.6% | -11.2% |
| 3M | -1.1% | +2.7% | -3.7% | -2.1% |
| 6M | +68.4% | +5.5% | +63.0% | +65.7% |
| YTD | -14.7% | +15.7% | -30.4% | -17.6% |
| 1Y | -42.4% | +20.9% | -63.3% | -44.9% |
| 3Y | +304.5% | +112.4% | +192.1% | +253.1% |
| 5Y | +237.5% | +101.4% | +136.2% | +195.5% |
| All | +182.8% | +94.3% | +88.4% | +146.7% |
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