+187.4%
HIMS vs XHB
+143.4%
+44.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +2.9% |
| 7D | -0.9% | +0.2% | -1.1% | -1.1% |
| 30D | -10.8% | -9.1% | -1.8% | -6.3% |
| 3M | +3.7% | -2.3% | +6.0% | +5.2% |
| 6M | +79.0% | -4.1% | +83.1% | +83.4% |
| YTD | -13.2% | -1.7% | -11.5% | -13.2% |
| 1Y | -43.3% | -15.1% | -28.1% | -38.9% |
| 3Y | +331.4% | +26.8% | +304.6% | +282.4% |
| 5Y | +230.2% | +37.3% | +192.9% | +173.4% |
| All | +187.4% | +143.4% | +44.1% | +128.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling