+207.9%
HIMS vs SRE
+48.6%
+159.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.7% |
| 7D | -2.7% | +1.5% | -4.2% | -3.4% |
| 30D | -12.2% | +0.8% | -13.0% | -13.3% |
| 3M | -3.7% | -5.8% | +2.1% | -1.9% |
| 6M | +25.9% | -7.8% | +33.7% | +28.9% |
| YTD | -14.1% | -2.4% | -11.7% | -15.4% |
| 1Y | -41.6% | +8.9% | -50.5% | -46.1% |
| 3Y | +327.3% | +31.1% | +296.2% | +271.1% |
| 5Y | +207.9% | +48.6% | +159.3% | +135.4% |
| All | +207.9% | +48.6% | +159.4% | +135.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling