+320.2%
HIMS vs XLU
+47.5%
+272.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.7% | -1.1% |
| 7D | -1.4% | -1.2% | -0.2% | -0.7% |
| 30D | -10.1% | -2.5% | -7.5% | -9.0% |
| 3M | -1.2% | -2.7% | +1.5% | -0.5% |
| 6M | +16.9% | -7.5% | +24.4% | +21.3% |
| YTD | -15.5% | +0.9% | -16.4% | -19.0% |
| 1Y | -42.6% | +3.3% | -45.9% | -45.4% |
| All | +320.2% | +47.5% | +272.7% | +203.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling