+251.9%
ADI vs HIMS
+188.0%
+63.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.1% |
| 7D | +2.4% | -0.9% | +3.4% | +2.6% |
| 30D | -6.6% | -10.8% | +4.3% | -5.6% |
| 3M | -9.8% | +3.7% | -13.5% | -11.1% |
| 6M | +15.7% | +79.0% | -63.3% | +5.1% |
| YTD | +35.1% | -13.2% | +48.4% | +33.0% |
| 1Y | +47.7% | -43.3% | +91.0% | +51.5% |
| 3Y | +114.5% | +331.4% | -216.9% | +46.3% |
| 5Y | +141.2% | +230.2% | -89.0% | +59.2% |
| All | +251.9% | +188.0% | +63.9% | +78.9% |
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