+215.0%
HIMS vs ZBH
-31.2%
+246.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.6% | -1.1% |
| 7D | -1.4% | -6.6% | +5.2% | +0.3% |
| 30D | -10.1% | -4.9% | -5.1% | -9.0% |
| 3M | -1.2% | +5.1% | -6.3% | -3.7% |
| 6M | +16.9% | +1.3% | +15.6% | +15.4% |
| YTD | -15.5% | +3.4% | -18.8% | -17.3% |
| 1Y | -42.6% | -8.7% | -33.9% | -42.0% |
| 3Y | +320.2% | -21.2% | +341.4% | +340.6% |
| 5Y | +215.0% | -29.2% | +244.2% | +229.3% |
| All | +215.0% | -31.2% | +246.2% | +229.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 5y: compounded portfolio wealth divided by compounded ZBH 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…
5y analysis · Full analysis span regression · 6 months rolling