+58.9%
IBIT vs HIMS
+167.4%
-108.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -11.8% | +10.5% | +0.3% |
| 7D | -2.4% | -9.1% | +6.7% | -1.2% |
| 30D | -9.1% | -25.8% | +16.7% | -5.5% |
| 3M | +15.0% | -27.4% | +42.4% | +19.4% |
| 6M | -6.9% | -18.9% | +12.0% | -6.0% |
| YTD | -14.8% | -29.4% | +14.6% | -14.3% |
| 1Y | -28.1% | -44.1% | +16.0% | -25.5% |
| All | +58.9% | +167.4% | -108.4% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIMS.
Daily Out/Under-Performance
Portfolio return minus HIMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIMS 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 HIMS 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