+181.9%
HIMS vs UPS
-4.2%
+186.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.3% |
| 7D | -24.1% | +3.8% | -27.9% | -24.5% |
| 30D | -28.8% | +17.4% | -46.2% | -30.5% |
| 3M | -31.4% | +8.2% | -39.6% | -32.2% |
| 6M | -18.3% | +17.9% | -36.2% | -20.2% |
| YTD | -39.2% | +18.7% | -57.9% | -41.1% |
| 1Y | -45.3% | +24.8% | -70.1% | -47.4% |
| 3Y | +181.9% | -4.5% | +186.4% | +146.2% |
| All | +181.9% | -4.2% | +186.0% | +146.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling