+95.1%
XBI vs HIMS
+185.3%
-90.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.4% |
| 7D | -3.6% | -2.7% | -0.9% | -3.2% |
| 30D | +0.9% | -12.2% | +13.0% | +2.5% |
| 3M | +21.4% | -3.7% | +25.2% | +20.4% |
| 6M | +25.5% | +25.9% | -0.4% | +17.9% |
| YTD | +30.8% | -14.1% | +44.9% | +28.2% |
| 1Y | +68.6% | -41.6% | +110.2% | +73.2% |
| 3Y | +103.9% | +327.3% | -223.3% | +14.7% |
| 5Y | +20.8% | +207.9% | -187.2% | -35.0% |
| All | +95.1% | +185.3% | -90.2% | -16.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling