+215.0%
HIMS vs XHB
+30.4%
+184.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | +0.3% |
| 7D | -1.4% | -5.2% | +3.9% | +3.0% |
| 30D | -10.1% | -12.1% | +2.1% | 0.0% |
| 3M | -1.2% | -6.2% | +5.0% | +3.9% |
| 6M | +16.9% | -6.7% | +23.6% | +23.8% |
| YTD | -15.5% | -5.5% | -10.0% | -13.7% |
| 1Y | -42.6% | -15.6% | -26.9% | -35.6% |
| 3Y | +320.2% | +22.0% | +298.2% | +222.1% |
| 5Y | +215.0% | +31.8% | +183.2% | +122.0% |
| All | +215.0% | +30.4% | +184.6% | +122.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling