-42.4%
HIMS vs AA
+63.2%
-105.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +0.3% |
| 7D | -3.9% | -0.7% | -3.2% | -3.7% |
| 30D | -12.4% | +5.0% | -17.4% | -13.4% |
| 3M | -1.1% | -35.8% | +34.8% | +11.2% |
| 6M | +68.4% | -18.4% | +86.8% | +68.1% |
| YTD | -14.7% | -5.5% | -9.2% | -23.6% |
| 1Y | -42.4% | +61.0% | -103.4% | -66.7% |
| All | -42.4% | +63.2% | -105.6% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 1y: compounded portfolio wealth divided by compounded AA 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…
1y analysis · Full analysis span regression · 6 months rolling