+12.5%
IVV vs HIMS
-49.1%
+61.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.8% | -7.5% | +0.8% |
| 7D | -0.9% | -21.9% | +21.0% | +0.3% |
| 30D | -2.3% | -32.1% | +29.7% | -0.4% |
| 3M | -1.2% | -31.8% | +30.6% | +0.6% |
| 6M | +3.3% | -28.6% | +31.9% | +4.3% |
| YTD | +12.3% | -35.9% | +48.2% | +15.1% |
| 1Y | +12.5% | -47.6% | +60.2% | +17.8% |
| All | +12.5% | -49.1% | +61.7% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling