+184.7%
HIMS vs XLU
+69.3%
+115.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.6% |
| 7D | -2.7% | +0.6% | -3.4% | -2.9% |
| 30D | -12.2% | -0.4% | -11.7% | -12.2% |
| 3M | -3.7% | -1.7% | -2.0% | -3.6% |
| 6M | +25.9% | -7.1% | +33.0% | +28.1% |
| YTD | -14.1% | +1.9% | -16.0% | -15.4% |
| 1Y | -41.6% | +6.1% | -47.7% | -43.1% |
| 3Y | +327.3% | +48.8% | +278.5% | +284.1% |
| 5Y | +207.9% | +43.8% | +164.1% | +180.6% |
| All | +184.7% | +69.3% | +115.4% | +155.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling