+502.6%
AAPL vs HIMS
+188.0%
+314.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.8% | -1.3% |
| 7D | -2.7% | -0.9% | -1.8% | -2.7% |
| 30D | +1.0% | -10.8% | +11.8% | +1.6% |
| 3M | +5.0% | +3.7% | +1.3% | +3.8% |
| 6M | +23.0% | +79.0% | -55.9% | +15.3% |
| YTD | +16.6% | -13.2% | +29.9% | +15.1% |
| 1Y | +33.4% | -43.3% | +76.7% | +35.1% |
| 3Y | +79.9% | +331.4% | -251.5% | +37.8% |
| 5Y | +109.0% | +230.2% | -121.2% | +53.0% |
| All | +502.6% | +188.0% | +314.5% | +232.5% |
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