-37.7%
HIMS vs XLU
+0.7%
-38.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.9% |
| 7D | -9.1% | +2.6% | -11.7% | -8.2% |
| 30D | -10.1% | +9.1% | -19.3% | -7.2% |
| 3M | -17.1% | -0.4% | -16.7% | -17.5% |
| 6M | -2.2% | -4.7% | +2.4% | -2.9% |
| YTD | -17.9% | +4.3% | -22.2% | -20.6% |
| 1Y | -37.7% | +1.0% | -38.7% | -34.3% |
| All | -37.7% | +0.7% | -38.4% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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