+331.4%
HIMS vs XRT
+42.5%
+288.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.8% | +4.4% |
| 7D | -0.9% | -0.3% | -0.7% | -0.8% |
| 30D | -10.8% | -5.6% | -5.2% | -4.5% |
| 3M | +3.7% | +2.5% | +1.1% | -0.8% |
| 6M | +79.0% | +3.7% | +75.3% | +70.0% |
| YTD | -13.2% | +1.0% | -14.2% | -15.3% |
| 1Y | -43.3% | -1.2% | -42.0% | -43.3% |
| 3Y | +331.4% | +43.4% | +288.0% | +201.8% |
| All | +331.4% | +42.5% | +288.9% | +201.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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