+182.8%
HIMS vs SPGI
+97.2%
+85.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +0.2% |
| 7D | -3.9% | +0.1% | -4.1% | -4.1% |
| 30D | -12.4% | +8.4% | -20.9% | -15.5% |
| 3M | -1.1% | +11.8% | -12.9% | -6.2% |
| 6M | +68.4% | +5.7% | +62.7% | +62.9% |
| YTD | -14.7% | -9.7% | -5.0% | -12.3% |
| 1Y | -42.4% | -12.5% | -29.9% | -40.5% |
| 3Y | +304.5% | +21.8% | +282.7% | +269.8% |
| 5Y | +237.5% | +8.2% | +229.3% | +207.5% |
| All | +182.8% | +97.2% | +85.5% | +143.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling