+180.7%
HIMS vs UPS
+9.1%
+171.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | -0.1% | +0.2% |
| 7D | -0.7% | -2.0% | +1.2% | -0.3% |
| 30D | -8.2% | -2.0% | -6.3% | -7.8% |
| 3M | -4.7% | -6.2% | +1.5% | -3.5% |
| 6M | +6.3% | +2.8% | +3.5% | +5.5% |
| YTD | -15.3% | +5.9% | -21.2% | -17.0% |
| 1Y | -46.9% | +26.2% | -73.1% | -50.4% |
| 3Y | +321.3% | -26.0% | +347.3% | +341.4% |
| 5Y | +215.8% | -34.3% | +250.1% | +244.4% |
| All | +180.7% | +9.1% | +171.6% | +201.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling