+182.8%
HIMS vs ZBH
-24.8%
+207.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.3% |
| 7D | -3.9% | -2.8% | -1.1% | -3.5% |
| 30D | -12.4% | -0.1% | -12.4% | -12.5% |
| 3M | -1.1% | +13.4% | -14.5% | -3.8% |
| 6M | +68.4% | +3.0% | +65.5% | +66.8% |
| YTD | -14.7% | +9.7% | -24.3% | -16.6% |
| 1Y | -42.4% | -5.4% | -37.0% | -42.3% |
| 3Y | +304.5% | -15.6% | +320.1% | +309.5% |
| 5Y | +237.5% | -28.1% | +265.6% | +243.6% |
| All | +182.8% | -24.8% | +207.5% | +181.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling