+181.9%
HIMS vs XHB
+35.8%
+146.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.5% |
| 7D | -24.1% | -0.2% | -23.9% | -24.0% |
| 30D | -28.8% | +9.9% | -38.8% | -33.4% |
| 3M | -31.4% | -6.3% | -25.1% | -28.6% |
| 6M | -18.3% | +3.8% | -22.1% | -20.5% |
| YTD | -39.2% | +0.1% | -39.4% | -40.7% |
| 1Y | -45.3% | -0.8% | -44.5% | -46.5% |
| 3Y | +181.9% | +35.6% | +146.3% | +134.7% |
| All | +181.9% | +35.8% | +146.1% | +134.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling