+199.8%
AXP vs HIMS
+183.3%
+16.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | -2.1% | -3.9% | +1.8% | -1.8% |
| 30D | -6.5% | -12.4% | +5.9% | -5.7% |
| 3M | +4.6% | -1.1% | +5.7% | +3.9% |
| 6M | +5.4% | +68.4% | -63.0% | -1.7% |
| YTD | -11.1% | -14.7% | +3.5% | -12.2% |
| 1Y | -0.3% | -42.4% | +42.1% | +1.1% |
| 3Y | +111.6% | +304.5% | -192.9% | +61.8% |
| 5Y | +117.6% | +237.5% | -119.9% | +59.5% |
| All | +199.8% | +183.3% | +16.5% | +40.2% |
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