+31.8%
SBUX vs HIMS
+188.0%
-156.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.0% | -2.5% |
| 7D | -3.9% | -0.9% | -3.0% | -3.8% |
| 30D | -2.8% | -10.8% | +8.0% | -2.3% |
| 3M | +8.2% | +3.7% | +4.5% | +6.9% |
| 6M | +4.3% | +79.0% | -74.7% | -2.3% |
| YTD | +23.3% | -13.2% | +36.6% | +21.7% |
| 1Y | +24.3% | -43.3% | +67.5% | +25.9% |
| 3Y | +15.5% | +331.4% | -315.9% | -11.4% |
| 5Y | -2.7% | +230.2% | -233.0% | -28.9% |
| All | +31.8% | +188.0% | -156.3% | -33.8% |
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