+327.3%
HIMS vs UPS
-27.1%
+354.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.7% |
| 7D | -2.7% | -3.7% | +1.0% | -2.1% |
| 30D | -12.2% | -3.7% | -8.4% | -11.6% |
| 3M | -3.7% | -6.6% | +2.8% | -2.9% |
| 6M | +25.9% | +2.6% | +23.3% | +25.4% |
| YTD | -14.1% | +4.8% | -18.9% | -15.3% |
| 1Y | -41.6% | +25.3% | -66.9% | -44.3% |
| All | +327.3% | -27.1% | +354.4% | +323.3% |
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