+901.5%
LITE vs HIMS
+237.9%
+663.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.1% |
| 7D | -1.5% | -3.9% | +2.4% | -0.8% |
| 30D | +6.7% | -12.4% | +19.1% | +8.9% |
| 3M | -6.8% | -1.1% | -5.7% | -7.9% |
| 6M | +29.4% | +68.4% | -39.0% | +14.1% |
| YTD | +139.1% | -14.7% | +153.7% | +134.4% |
| 1Y | +521.0% | -42.4% | +563.4% | +546.8% |
| 3Y | +1,535.3% | +304.5% | +1,230.8% | +1,017.7% |
| All | +901.5% | +237.9% | +663.6% | +542.3% |
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