-41.1%
HIMS vs U
-5.8%
-35.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -1.0% | +0.8% |
| 7D | -0.9% | +4.5% | -5.4% | -2.4% |
| 30D | -10.8% | -0.6% | -10.2% | -10.9% |
| 3M | +3.7% | +48.4% | -44.8% | -10.7% |
| 6M | +79.0% | +115.4% | -36.4% | +39.4% |
| YTD | -13.2% | -3.2% | -10.0% | -17.5% |
| All | -41.1% | -5.8% | -35.2% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling