-37.7%
HIMS vs XHB
+5.8%
-43.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.4% | -1.7% | +1.3% |
| 7D | -9.1% | +9.7% | -18.8% | -13.2% |
| 30D | -10.1% | +11.7% | -21.8% | -15.1% |
| 3M | -17.1% | -1.4% | -15.7% | -16.8% |
| 6M | -2.2% | +6.8% | -9.0% | -4.4% |
| YTD | -17.9% | +5.5% | -23.4% | -23.1% |
| 1Y | -37.7% | +5.1% | -42.8% | -43.0% |
| All | -37.7% | +5.8% | -43.5% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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