+165.3%
HIMS vs URI
+744.8%
-579.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.1% | +6.9% | +7.6% |
| 7D | -6.1% | -9.8% | +3.7% | -2.2% |
| 30D | -12.0% | +1.7% | -13.7% | -12.4% |
| 3M | -12.3% | -9.1% | -3.3% | -9.2% |
| 6M | -3.3% | +9.9% | -13.1% | -7.0% |
| YTD | -19.9% | +31.2% | -51.1% | -30.2% |
| 1Y | -37.4% | +25.9% | -63.3% | -44.4% |
| 3Y | +314.0% | +147.4% | +166.6% | +199.0% |
| 5Y | +212.1% | +179.7% | +32.4% | +111.2% |
| All | +165.3% | +744.8% | -579.5% | +63.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling