+207.9%
HIMS vs SPOT
+111.4%
+96.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.5% |
| 7D | -2.7% | -6.5% | +3.8% | +0.4% |
| 30D | -12.2% | +2.2% | -14.4% | -13.7% |
| 3M | -3.7% | +5.4% | -9.1% | -7.8% |
| 6M | +25.9% | -4.0% | +29.9% | +24.5% |
| YTD | -14.1% | -9.9% | -4.1% | -14.5% |
| 1Y | -41.6% | -27.3% | -14.3% | -34.6% |
| 3Y | +327.3% | +236.4% | +90.9% | +101.5% |
| 5Y | +207.9% | +112.6% | +95.4% | +89.1% |
| All | +207.9% | +111.4% | +96.5% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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