+331.4%
HIMS vs AA
+85.7%
+245.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.9% | +0.3% |
| 7D | -0.9% | +1.7% | -2.6% | -1.6% |
| 30D | -10.8% | +3.3% | -14.2% | -11.8% |
| 3M | +3.7% | -29.4% | +33.1% | +17.0% |
| 6M | +79.0% | -12.8% | +91.8% | +80.9% |
| YTD | -13.2% | -2.1% | -11.1% | -18.0% |
| 1Y | -43.3% | +62.8% | -106.0% | -57.7% |
| All | +331.4% | +85.7% | +245.7% | +197.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling