+184.7%
HIMS vs SPGI
+86.0%
+98.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | 0.0% |
| 7D | -2.7% | -3.1% | +0.4% | -1.7% |
| 30D | -12.2% | +2.0% | -14.2% | -13.3% |
| 3M | -3.7% | +4.3% | -8.1% | -6.2% |
| 6M | +25.9% | -0.2% | +26.1% | +24.7% |
| YTD | -14.1% | -14.8% | +0.7% | -9.7% |
| 1Y | -41.6% | -18.5% | -23.1% | -37.9% |
| 3Y | +327.3% | +16.0% | +311.3% | +298.0% |
| 5Y | +207.9% | +2.2% | +205.7% | +186.8% |
| All | +184.7% | +86.0% | +98.7% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 10y: compounded portfolio wealth divided by compounded SPGI 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…
10y analysis · Full analysis span regression · 6 months rolling