+187.4%
HIMS vs UPS
+9.4%
+178.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.4% | +2.1% |
| 7D | -0.9% | -2.1% | +1.2% | -0.5% |
| 30D | -10.8% | -2.3% | -8.5% | -10.3% |
| 3M | +3.7% | -5.2% | +8.9% | +4.8% |
| 6M | +79.0% | +1.4% | +77.6% | +77.8% |
| YTD | -13.2% | +6.1% | -19.4% | -15.1% |
| 1Y | -43.3% | +27.0% | -70.2% | -47.1% |
| 3Y | +331.4% | -25.9% | +357.3% | +351.9% |
| 5Y | +230.2% | -34.6% | +264.8% | +259.9% |
| All | +187.4% | +9.4% | +178.1% | +208.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling