+215.0%
HIMS vs SPXU
-85.5%
+300.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.5% | -0.5% |
| 7D | -1.4% | +6.4% | -7.7% | +2.7% |
| 30D | -10.1% | +5.9% | -16.0% | -6.4% |
| 3M | -1.2% | -11.7% | +10.4% | -6.3% |
| 6M | +16.9% | -28.7% | +45.6% | +0.3% |
| YTD | -15.5% | -26.4% | +10.9% | -25.1% |
| 1Y | -42.6% | -35.2% | -7.3% | -51.8% |
| 3Y | +320.2% | -79.8% | +400.0% | +136.5% |
| 5Y | +215.0% | -86.1% | +301.1% | +105.6% |
| All | +215.0% | -85.5% | +300.6% | +105.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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