+222.2%
HIMS vs SUI
-32.0%
+254.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -3.9% | -2.8% | -1.1% | -2.9% |
| 30D | -12.4% | -1.2% | -11.3% | -12.1% |
| 3M | -1.1% | -1.7% | +0.7% | -1.8% |
| 6M | +68.4% | -10.5% | +78.9% | +74.4% |
| YTD | -14.7% | -1.8% | -12.8% | -15.8% |
| 1Y | -42.4% | -4.1% | -38.3% | -42.7% |
| 3Y | +304.5% | +11.3% | +293.3% | +255.9% |
| All | +222.2% | -32.0% | +254.2% | +271.1% |
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