+210.1%
HIMS vs SU
+348.9%
-138.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -0.7% | +2.2% | -2.9% | -1.0% |
| 30D | -8.2% | +8.4% | -16.6% | -9.3% |
| 3M | -4.7% | +12.1% | -16.8% | -6.6% |
| 6M | +6.3% | +19.7% | -13.4% | +1.8% |
| YTD | -15.3% | +58.4% | -73.7% | -23.9% |
| 1Y | -46.9% | +67.2% | -114.1% | -53.0% |
| 3Y | +321.3% | +125.0% | +196.2% | +247.0% |
| All | +210.1% | +348.9% | -138.8% | +79.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling