+215.0%
HIMS vs SYY
+20.0%
+195.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.6% | -2.0% |
| 7D | -1.4% | +1.5% | -2.9% | -2.0% |
| 30D | -10.1% | -2.3% | -7.7% | -9.2% |
| 3M | -1.2% | +5.5% | -6.7% | -4.0% |
| 6M | +16.9% | -1.0% | +17.9% | +16.0% |
| YTD | -15.5% | +14.1% | -29.6% | -22.7% |
| 1Y | -42.6% | +5.6% | -48.1% | -45.5% |
| 3Y | +320.2% | +27.9% | +292.3% | +240.7% |
| 5Y | +215.0% | +22.7% | +192.3% | +162.2% |
| All | +215.0% | +20.0% | +195.1% | +162.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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