+182.8%
HIMS vs SPOT
+320.5%
-137.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.8% |
| 7D | -3.9% | -0.9% | -3.0% | -3.6% |
| 30D | -12.4% | +12.5% | -24.9% | -16.6% |
| 3M | -1.1% | +9.9% | -11.0% | -5.7% |
| 6M | +68.4% | +1.6% | +66.9% | +62.7% |
| YTD | -14.7% | -6.6% | -8.1% | -16.0% |
| 1Y | -42.4% | -22.9% | -19.5% | -38.7% |
| 3Y | +304.5% | +244.3% | +60.3% | +142.5% |
| 5Y | +237.5% | +117.8% | +119.7% | +110.4% |
| All | +182.8% | +320.5% | -137.7% | +73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling