+80.4%
XLI vs HIMS
+202.2%
-121.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.6% |
| 7D | -2.3% | -1.4% | -0.9% | -2.2% |
| 30D | -8.2% | -10.1% | +1.9% | -7.7% |
| 3M | +0.8% | -1.2% | +2.0% | +0.2% |
| 6M | +0.8% | +16.9% | -16.1% | -1.6% |
| YTD | +10.5% | -15.5% | +26.0% | +9.6% |
| 1Y | +14.1% | -42.6% | +56.7% | +15.7% |
| 3Y | +68.6% | +320.2% | -251.6% | +30.4% |
| 5Y | +80.4% | +215.0% | -134.6% | +34.3% |
| All | +80.4% | +202.2% | -121.8% | +34.3% |
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 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