+25.7%
PEP vs HIMS
+183.3%
-157.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -1.4% | -3.9% | +2.5% | -1.4% |
| 30D | +0.2% | -12.4% | +12.7% | +0.2% |
| 3M | -1.1% | -1.1% | 0.0% | -1.1% |
| 6M | -13.5% | +68.4% | -81.9% | -13.3% |
| YTD | -1.2% | -14.7% | +13.5% | -1.2% |
| 1Y | -1.6% | -42.4% | +40.8% | -1.6% |
| 3Y | -12.5% | +304.5% | -317.0% | -16.3% |
| 5Y | +3.0% | +237.5% | -234.5% | -3.0% |
| All | +25.7% | +183.3% | -157.7% | -2.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling