+184.7%
HIMS vs VIAV
+168.0%
+16.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.3% |
| 7D | -2.7% | +13.6% | -16.3% | -6.9% |
| 30D | -12.2% | +5.3% | -17.5% | -14.7% |
| 3M | -3.7% | -15.6% | +11.9% | -1.4% |
| 6M | +25.9% | +34.0% | -8.1% | +5.0% |
| YTD | -14.1% | +119.9% | -133.9% | -41.1% |
| 1Y | -41.6% | +235.2% | -276.8% | -66.7% |
| 3Y | +327.3% | +299.8% | +27.5% | +123.5% |
| 5Y | +207.9% | +140.1% | +67.9% | +85.6% |
| All | +184.7% | +168.0% | +16.7% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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