+182.8%
HIMS vs TECH
+49.1%
+133.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.9% | +0.1% | -4.0% | -4.0% |
| 30D | -12.4% | +0.7% | -13.2% | -12.7% |
| 3M | -1.1% | +36.3% | -37.4% | -14.3% |
| 6M | +68.4% | +25.6% | +42.9% | +48.5% |
| YTD | -14.7% | +23.7% | -38.3% | -24.9% |
| 1Y | -42.4% | +37.6% | -80.0% | -52.6% |
| 3Y | +304.5% | -6.6% | +311.1% | +288.4% |
| 5Y | +237.5% | -42.2% | +279.7% | +284.5% |
| All | +182.8% | +49.1% | +133.7% | +186.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling