+324.2%
SMH vs HIMS
+202.2%
+122.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.2% |
| 7D | +1.4% | -1.4% | +2.8% | +1.6% |
| 30D | -2.2% | -10.1% | +7.9% | -0.8% |
| 3M | -1.9% | -1.2% | -0.6% | -2.9% |
| 6M | +41.0% | +16.9% | +24.1% | +34.1% |
| YTD | +55.6% | -15.5% | +71.1% | +53.5% |
| 1Y | +86.8% | -42.6% | +129.4% | +94.1% |
| 3Y | +277.7% | +320.2% | -42.6% | +109.2% |
| 5Y | +324.2% | +215.0% | +109.1% | +117.1% |
| All | +324.2% | +202.2% | +122.0% | +117.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling