+182.8%
HIMS vs XRT
+122.3%
+60.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -1.0% |
| 7D | -3.9% | +0.8% | -4.7% | -4.4% |
| 30D | -12.4% | -4.2% | -8.3% | -10.1% |
| 3M | -1.1% | +5.1% | -6.2% | -4.4% |
| 6M | +68.4% | +2.4% | +66.0% | +66.4% |
| YTD | -14.7% | +3.2% | -17.9% | -16.2% |
| 1Y | -42.4% | +1.5% | -43.9% | -42.9% |
| 3Y | +304.5% | +40.6% | +264.0% | +247.3% |
| 5Y | +237.5% | -1.0% | +238.5% | +211.0% |
| All | +182.8% | +122.3% | +60.5% | +146.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling