+182.8%
HIMS vs THC
+919.4%
-736.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -3.9% | -0.7% | -3.3% | -3.8% |
| 30D | -12.4% | +1.3% | -13.7% | -12.7% |
| 3M | -1.1% | +64.2% | -65.3% | -11.7% |
| 6M | +68.4% | +8.3% | +60.2% | +63.9% |
| YTD | -14.7% | +33.4% | -48.0% | -21.0% |
| 1Y | -42.4% | +37.7% | -80.1% | -47.0% |
| 3Y | +304.5% | +236.8% | +67.7% | +216.2% |
| 5Y | +237.5% | +249.3% | -11.7% | +156.4% |
| All | +182.8% | +919.4% | -736.7% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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