+215.0%
HIMS vs UPS
-33.5%
+248.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.9% |
| 7D | -1.4% | -3.4% | +2.0% | -0.1% |
| 30D | -10.1% | -2.7% | -7.3% | -9.2% |
| 3M | -1.2% | -1.6% | +0.4% | -1.1% |
| 6M | +16.9% | +2.3% | +14.6% | +15.4% |
| YTD | -15.5% | +5.6% | -21.1% | -18.5% |
| 1Y | -42.6% | +27.1% | -69.6% | -49.1% |
| 3Y | +320.2% | -26.3% | +346.5% | +360.8% |
| 5Y | +215.0% | -34.5% | +249.5% | +274.7% |
| All | +215.0% | -33.5% | +248.6% | +274.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling