+199.8%
TER vs HIMS
-37.8%
+237.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +5.5% |
| 7D | +0.6% | -3.9% | +4.5% | +1.4% |
| 30D | -8.3% | -12.4% | +4.1% | -6.2% |
| 3M | -12.2% | -1.1% | -11.2% | -13.5% |
| 6M | +17.0% | +68.4% | -51.4% | +2.6% |
| YTD | +84.6% | -14.7% | +99.3% | +83.6% |
| 1Y | +199.8% | -42.4% | +242.2% | +222.2% |
| All | +199.8% | -37.8% | +237.6% | +222.2% |
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 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