+6.8%
NOW vs HIMS
+237.9%
-231.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.9% |
| 7D | -2.4% | -3.9% | +1.5% | -1.9% |
| 30D | +20.5% | -12.4% | +33.0% | +22.3% |
| 3M | +18.3% | -1.1% | +19.4% | +16.6% |
| 6M | +24.1% | +68.4% | -44.4% | +11.2% |
| YTD | -7.8% | -14.7% | +6.9% | -9.2% |
| 1Y | -21.4% | -42.4% | +21.0% | -19.0% |
| 3Y | +19.5% | +304.5% | -285.0% | -36.6% |
| All | +6.8% | +237.9% | -231.1% | -49.9% |
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