+149.8%
QQQM vs HIMS
+163.3%
-13.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.6% | -0.9% |
| 7D | -1.3% | -1.4% | +0.1% | -1.1% |
| 30D | -1.4% | -10.1% | +8.7% | -0.6% |
| 3M | +2.2% | -1.2% | +3.4% | +1.4% |
| 6M | +16.9% | +16.9% | 0.0% | +13.1% |
| YTD | +15.7% | -15.5% | +31.2% | +14.4% |
| 1Y | +22.7% | -42.6% | +65.2% | +25.2% |
| 3Y | +93.9% | +320.2% | -226.3% | +40.3% |
| 5Y | +94.6% | +215.0% | -120.5% | +34.5% |
| All | +149.8% | +163.3% | -13.5% | +68.9% |
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 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