+170.8%
RTX vs HIMS
+183.3%
-12.5%
-52.0%
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% | -0.6% |
| 7D | -5.2% | -3.9% | -1.2% | -5.0% |
| 30D | -9.4% | -12.4% | +3.1% | -8.9% |
| 3M | +12.3% | -1.1% | +13.4% | +11.6% |
| 6M | -3.1% | +68.4% | -71.6% | -7.5% |
| YTD | +10.7% | -14.7% | +25.3% | +9.8% |
| 1Y | +28.4% | -42.4% | +70.8% | +29.7% |
| 3Y | +147.1% | +304.5% | -157.5% | +103.3% |
| 5Y | +167.2% | +237.5% | -70.3% | +115.6% |
| All | +170.8% | +183.3% | -12.5% | +33.7% |
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