+142.2%
XLI vs HIMS
+185.3%
-43.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.4% |
| 7D | -0.6% | -2.7% | +2.1% | -0.4% |
| 30D | -6.9% | -12.2% | +5.2% | -6.3% |
| 3M | -1.9% | -3.7% | +1.8% | -2.3% |
| 6M | +1.0% | +25.9% | -24.9% | -1.7% |
| YTD | +11.3% | -14.1% | +25.4% | +10.3% |
| 1Y | +15.8% | -41.6% | +57.4% | +17.1% |
| 3Y | +69.8% | +327.3% | -257.4% | +39.2% |
| 5Y | +80.9% | +207.9% | -127.1% | +45.2% |
| All | +142.2% | +185.3% | -43.1% | +42.9% |
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