+230.2%
HIMS vs SPGI
+5.8%
+224.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +3.7% |
| 7D | -0.9% | -2.5% | +1.5% | +0.4% |
| 30D | -10.8% | +5.4% | -16.2% | -14.6% |
| 3M | +3.7% | +9.0% | -5.4% | -3.8% |
| 6M | +79.0% | +0.8% | +78.2% | +74.1% |
| YTD | -13.2% | -12.6% | -0.7% | -7.2% |
| 1Y | -43.3% | -16.1% | -27.1% | -38.1% |
| 3Y | +331.4% | +19.0% | +312.4% | +250.5% |
| 5Y | +230.2% | +5.1% | +225.2% | +191.9% |
| All | +230.2% | +5.8% | +224.5% | +191.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling