-42.4%
HIMS vs UPS
+27.3%
-69.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.2% |
| 7D | -3.9% | -2.9% | -1.0% | -3.4% |
| 30D | -12.4% | -3.5% | -8.9% | -11.9% |
| 3M | -1.1% | -5.7% | +4.6% | -0.9% |
| 6M | +68.4% | -4.4% | +72.8% | +64.4% |
| YTD | -14.7% | +8.0% | -22.7% | -16.5% |
| 1Y | -42.4% | +29.0% | -71.4% | -43.2% |
| All | -42.4% | +27.3% | -69.7% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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