-47.6%
HIMS vs USB
+32.1%
-79.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.1% | +8.9% | +8.8% |
| 7D | -21.9% | -0.5% | -21.4% | -21.7% |
| 30D | -32.1% | +5.7% | -37.8% | -32.7% |
| 3M | -31.8% | -4.7% | -27.1% | -31.3% |
| 6M | -28.6% | +13.4% | -42.0% | -32.6% |
| YTD | -35.9% | +17.0% | -52.9% | -40.8% |
| 1Y | -47.6% | +32.4% | -80.0% | -53.9% |
| All | -47.6% | +32.1% | -79.8% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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