+138.5%
HIMS vs AA
-10.5%
+149.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -4.4% | -12.2% | -15.1% |
| 7D | -25.6% | +1.2% | -26.8% | -25.8% |
| 30D | -38.1% | -5.0% | -33.1% | -37.0% |
| 3M | -39.8% | -22.2% | -17.6% | -34.5% |
| 6M | -32.3% | -36.3% | +4.0% | -22.8% |
| YTD | -41.1% | -24.2% | -16.9% | -38.3% |
| 1Y | -53.4% | +3.9% | -57.3% | -56.7% |
| 3Y | +180.9% | +67.6% | +113.3% | +119.2% |
| 5Y | +138.5% | -8.8% | +147.4% | +128.2% |
| All | +138.5% | -10.5% | +149.0% | +128.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling