+43.2%
TER vs HIMS
-41.7%
+84.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.7% | -10.6% | -7.6% |
| 7D | -19.9% | -9.1% | -10.8% | -18.2% |
| 30D | -43.5% | -10.1% | -33.4% | -42.3% |
| 3M | -37.8% | -17.1% | -20.7% | -35.8% |
| 6M | -25.6% | -2.2% | -23.3% | -27.4% |
| YTD | +29.8% | -17.9% | +47.7% | +38.8% |
| 1Y | +43.2% | -37.7% | +80.9% | +75.3% |
| All | +43.2% | -41.7% | +84.9% | +75.3% |
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