+135.1%
ADI vs HIMS
+232.5%
-97.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +2.6% | -2.7% | +5.4% | +3.0% |
| 30D | -4.6% | -12.2% | +7.6% | -3.4% |
| 3M | -9.5% | -3.7% | -5.8% | -10.0% |
| 6M | +14.8% | +25.9% | -11.1% | +9.3% |
| YTD | +35.8% | -14.1% | +49.9% | +33.9% |
| 1Y | +48.9% | -41.6% | +90.6% | +52.6% |
| 3Y | +115.6% | +327.3% | -211.7% | +35.7% |
| 5Y | +135.1% | +207.9% | -72.8% | +41.4% |
| All | +135.1% | +232.5% | -97.4% | +41.4% |
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