+891.5%
SMH vs HIMS
+188.0%
+703.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.9% |
| 7D | +5.2% | -0.9% | +6.2% | +5.4% |
| 30D | -1.5% | -10.8% | +9.3% | -0.1% |
| 3M | -4.1% | +3.7% | -7.8% | -5.8% |
| 6M | +50.8% | +79.0% | -28.2% | +33.8% |
| YTD | +59.3% | -13.2% | +72.6% | +56.6% |
| 1Y | +94.1% | -43.3% | +137.3% | +101.3% |
| 3Y | +286.7% | +331.4% | -44.7% | +141.1% |
| 5Y | +339.4% | +230.2% | +109.2% | +161.5% |
| All | +891.5% | +188.0% | +703.5% | +346.2% |
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