+147.6%
HIMS vs U
-44.5%
+192.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | -3.9% | -3.8% | -0.1% | -2.8% |
| 30D | -12.4% | +17.5% | -29.9% | -17.8% |
| 3M | -1.1% | +38.7% | -39.8% | -11.9% |
| 6M | +68.4% | +104.4% | -36.0% | +32.3% |
| YTD | -14.7% | -5.7% | -9.0% | -17.5% |
| 1Y | -42.4% | +3.7% | -46.1% | -46.8% |
| 3Y | +304.5% | +12.3% | +292.2% | +232.5% |
| 5Y | +237.5% | -68.8% | +306.3% | +252.5% |
| All | +147.6% | -44.5% | +192.1% | +120.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling