+593.6%
LITE vs HIMS
+160.3%
+433.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.2% | +1.6% | -2.6% |
| 7D | +22.6% | -18.0% | +40.5% | +26.7% |
| 30D | -36.8% | -33.6% | -3.2% | -31.4% |
| 3M | -33.0% | -34.2% | +1.2% | -27.6% |
| 6M | -37.1% | -21.2% | -15.9% | -35.1% |
| YTD | +69.5% | -39.2% | +108.7% | +77.4% |
| 1Y | +146.1% | -49.4% | +195.5% | +167.3% |
| 3Y | +1,440.8% | +189.7% | +1,251.1% | +1,008.1% |
| All | +593.6% | +160.3% | +433.3% | +375.5% |
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