+81.9%
UBER vs HIMS
+202.2%
-120.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +2.3% |
| 7D | -4.5% | -1.4% | -3.1% | -4.3% |
| 30D | -7.6% | -10.1% | +2.4% | -6.5% |
| 3M | +5.8% | -1.2% | +7.0% | +4.3% |
| 6M | +0.3% | +16.9% | -16.6% | -4.9% |
| YTD | -11.2% | -15.5% | +4.3% | -12.7% |
| 1Y | -23.0% | -42.6% | +19.6% | -20.3% |
| 3Y | +53.6% | +320.2% | -266.6% | -21.5% |
| 5Y | +81.9% | +215.0% | -133.1% | -15.7% |
| All | +81.9% | +202.2% | -120.3% | -15.7% |
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