+207.9%
HIMS vs TECH
-42.1%
+250.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | -2.7% | -0.1% | -2.7% | -2.7% |
| 30D | -12.2% | +0.3% | -12.5% | -12.3% |
| 3M | -3.7% | +32.9% | -36.7% | -17.5% |
| 6M | +25.9% | +32.1% | -6.2% | +5.4% |
| YTD | -14.1% | +23.4% | -37.5% | -26.0% |
| 1Y | -41.6% | +34.1% | -75.7% | -53.1% |
| 3Y | +327.3% | +2.2% | +325.1% | +284.5% |
| 5Y | +207.9% | -41.8% | +249.8% | +292.2% |
| All | +207.9% | -42.1% | +250.1% | +292.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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