+30.3%
SCHD vs HIMS
-37.8%
+68.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | -0.3% | -3.9% | +3.6% | -0.3% |
| 30D | +3.4% | -12.4% | +15.9% | +3.3% |
| 3M | +7.6% | -1.1% | +8.7% | +7.6% |
| 6M | +12.2% | +68.4% | -56.3% | +12.6% |
| YTD | +29.0% | -14.7% | +43.6% | +28.3% |
| 1Y | +30.3% | -42.4% | +72.7% | +29.7% |
| All | +30.3% | -37.8% | +68.1% | +29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling