-46.9%
HIMS vs UNP
+35.2%
-82.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.1% |
| 7D | -0.7% | -1.8% | +1.1% | -1.2% |
| 30D | -8.2% | -2.7% | -5.5% | -8.9% |
| 3M | -4.7% | +6.5% | -11.2% | -2.7% |
| 6M | +6.3% | +14.4% | -8.1% | +9.4% |
| YTD | -15.3% | +24.8% | -40.1% | -11.4% |
| 1Y | -46.9% | +34.4% | -81.3% | -40.9% |
| All | -46.9% | +35.2% | -82.1% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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