+321.3%
HIMS vs SU
+120.0%
+201.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -0.7% | +2.2% | -2.9% | -0.8% |
| 30D | -8.2% | +8.4% | -16.6% | -8.3% |
| 3M | -4.7% | +12.1% | -16.8% | -4.8% |
| 6M | +6.3% | +19.7% | -13.4% | +3.7% |
| YTD | -15.3% | +58.4% | -73.7% | -22.1% |
| 1Y | -46.9% | +67.2% | -114.1% | -51.8% |
| 3Y | +321.3% | +125.0% | +196.2% | +280.7% |
| All | +321.3% | +120.0% | +201.3% | +280.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 3y: compounded portfolio wealth divided by compounded SU 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…
3y analysis · Full analysis span regression · 6 months rolling