+182.8%
HIMS vs UTHR
+507.0%
-324.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -3.9% | -5.4% | +1.5% | -2.5% |
| 30D | -12.4% | -6.0% | -6.4% | -11.0% |
| 3M | -1.1% | -11.0% | +9.9% | +1.9% |
| 6M | +68.4% | -0.5% | +69.0% | +68.4% |
| YTD | -14.7% | +0.1% | -14.7% | -14.8% |
| 1Y | -42.4% | +28.2% | -70.6% | -45.7% |
| 3Y | +304.5% | +113.8% | +190.7% | +233.1% |
| 5Y | +237.5% | +131.3% | +106.2% | +167.9% |
| All | +182.8% | +507.0% | -324.3% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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