+12.3%
XLE vs HIMS
-28.5%
+40.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.8% | -6.9% | +2.6% |
| 7D | -0.2% | -21.9% | +21.7% | -2.2% |
| 30D | -4.0% | -32.1% | +28.1% | -7.1% |
| 3M | +4.6% | -31.8% | +36.4% | +1.7% |
| 6M | +12.3% | -28.6% | +40.9% | +11.3% |
| All | +12.3% | -28.5% | +40.8% | +11.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling