+207.7%
HIMS vs SUI
-26.3%
+234.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.5% | +9.5% | +8.6% |
| 7D | -6.1% | +6.2% | -12.3% | -8.4% |
| 30D | -12.0% | +8.6% | -20.6% | -15.1% |
| 3M | -12.3% | +1.0% | -13.3% | -13.1% |
| 6M | -3.3% | -2.6% | -0.7% | -4.0% |
| YTD | -19.9% | -0.1% | -19.8% | -21.9% |
| 1Y | -37.4% | +0.5% | -37.8% | -39.1% |
| 3Y | +314.0% | +15.3% | +298.8% | +255.7% |
| All | +207.7% | -26.3% | +234.0% | +284.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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