+327.3%
HIMS vs XHB
+24.0%
+303.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | +0.1% |
| 7D | -2.7% | -1.9% | -0.8% | -1.5% |
| 30D | -12.2% | -8.3% | -3.9% | -6.9% |
| 3M | -3.7% | -7.1% | +3.4% | +1.2% |
| 6M | +25.9% | -5.3% | +31.2% | +30.7% |
| YTD | -14.1% | -3.2% | -10.9% | -14.0% |
| 1Y | -41.6% | -13.9% | -27.8% | -36.5% |
| All | +327.3% | +24.0% | +303.2% | +246.3% |
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