+141.5%
HIMS vs USB
+25.1%
+116.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | -24.1% | +2.6% | -26.7% | -25.3% |
| 30D | -28.8% | +8.4% | -37.2% | -32.0% |
| 3M | -31.4% | -5.5% | -25.9% | -29.7% |
| 6M | -18.3% | +17.7% | -36.0% | -26.6% |
| YTD | -39.2% | +17.6% | -56.8% | -45.5% |
| 1Y | -45.3% | +33.9% | -79.1% | -54.6% |
| 3Y | +181.9% | +103.8% | +78.0% | +92.7% |
| All | +141.5% | +25.1% | +116.4% | +103.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling