+234.1%
TER vs HIMS
-44.2%
+278.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.3% |
| 7D | +12.4% | -2.7% | +15.1% | +13.0% |
| 30D | +5.1% | -12.2% | +17.3% | +7.5% |
| 3M | +4.0% | -3.7% | +7.7% | +3.0% |
| 6M | +29.5% | +25.9% | +3.6% | +21.0% |
| YTD | +98.5% | -14.1% | +112.5% | +97.2% |
| 1Y | +234.1% | -41.6% | +275.7% | +263.3% |
| All | +234.1% | -44.2% | +278.3% | +263.3% |
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