-37.7%
HIMS vs URI
+33.3%
-71.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.4% | +8.1% | +4.8% |
| 7D | -9.1% | -4.3% | -4.7% | -8.1% |
| 30D | -10.1% | +4.6% | -14.8% | -11.2% |
| 3M | -17.1% | -2.1% | -15.0% | -16.9% |
| 6M | -2.2% | +21.9% | -24.2% | -5.3% |
| YTD | -17.9% | +39.7% | -57.6% | -29.2% |
| 1Y | -37.7% | +32.9% | -70.6% | -41.5% |
| All | -37.7% | +33.3% | -71.0% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling