-42.4%
HIMS vs SRE
+4.7%
-47.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.5% |
| 7D | -3.9% | -0.3% | -3.6% | -3.9% |
| 30D | -12.4% | -0.7% | -11.7% | -12.7% |
| 3M | -1.1% | -6.3% | +5.2% | -1.6% |
| 6M | +68.4% | -10.7% | +79.1% | +67.4% |
| YTD | -14.7% | -3.5% | -11.2% | -17.9% |
| 1Y | -42.4% | +5.3% | -47.7% | -41.8% |
| All | -42.4% | +4.7% | -47.1% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1y: compounded portfolio wealth divided by compounded SRE 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…
1y analysis · Full analysis span regression · 6 months rolling