+15.4%
SOFI vs HIMS
+214.8%
-199.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.4% | +0.6% |
| 7D | -4.9% | -0.7% | -4.2% | -4.7% |
| 30D | -3.5% | -8.2% | +4.8% | -1.3% |
| 3M | +3.9% | -4.7% | +8.6% | +3.7% |
| 6M | -6.5% | +6.3% | -12.8% | -11.2% |
| YTD | -33.8% | -15.3% | -18.6% | -34.9% |
| 1Y | -33.3% | -46.9% | +13.6% | -25.2% |
| 3Y | +94.6% | +321.3% | -226.7% | -30.8% |
| All | +15.4% | +214.8% | -199.4% | -59.4% |
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