+42.1%
PG vs HIMS
+181.3%
-139.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.6% |
| 7D | -0.8% | -0.7% | -0.1% | -0.8% |
| 30D | +0.8% | -8.2% | +9.0% | +0.8% |
| 3M | -1.3% | -4.7% | +3.4% | -1.4% |
| 6M | -3.8% | +6.3% | -10.1% | -3.8% |
| YTD | +3.6% | -15.3% | +18.9% | +3.6% |
| 1Y | -5.7% | -46.9% | +41.1% | -5.8% |
| 3Y | +1.6% | +321.3% | -319.7% | -2.1% |
| 5Y | +14.6% | +215.8% | -201.2% | +9.3% |
| All | +42.1% | +181.3% | -139.2% | +20.3% |
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 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