+187.4%
HIMS vs SRE
+49.4%
+138.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.2% |
| 7D | -0.9% | +1.4% | -2.4% | -1.3% |
| 30D | -10.8% | +1.9% | -12.7% | -11.7% |
| 3M | +3.7% | -3.3% | +7.0% | +4.0% |
| 6M | +79.0% | -6.4% | +85.4% | +80.8% |
| YTD | -13.2% | -1.8% | -11.4% | -13.9% |
| 1Y | -43.3% | +10.7% | -54.0% | -45.7% |
| 3Y | +331.4% | +31.8% | +299.6% | +305.5% |
| 5Y | +230.2% | +49.2% | +181.0% | +207.8% |
| All | +187.4% | +49.4% | +138.1% | +165.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling