+182.8%
HIMS vs SPXU
-98.3%
+281.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | +0.1% |
| 7D | -3.9% | -0.1% | -3.8% | -3.9% |
| 30D | -12.4% | +0.8% | -13.3% | -12.0% |
| 3M | -1.1% | -4.7% | +3.6% | -0.9% |
| 6M | +68.4% | -29.6% | +98.1% | +54.5% |
| YTD | -14.7% | -29.9% | +15.2% | -21.4% |
| 1Y | -42.4% | -39.1% | -3.3% | -48.7% |
| 3Y | +304.5% | -80.0% | +384.5% | +202.2% |
| 5Y | +237.5% | -86.0% | +323.6% | +157.6% |
| All | +182.8% | -98.3% | +281.1% | +103.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling