+182.8%
HIMS vs AA
+129.1%
+53.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +0.1% |
| 7D | -3.9% | -0.7% | -3.2% | -3.8% |
| 30D | -12.4% | +5.0% | -17.4% | -13.3% |
| 3M | -1.1% | -35.8% | +34.8% | +8.9% |
| 6M | +68.4% | -18.4% | +86.8% | +73.5% |
| YTD | -14.7% | -5.5% | -9.2% | -15.7% |
| 1Y | -42.4% | +61.0% | -103.4% | -49.7% |
| 3Y | +304.5% | +66.2% | +238.3% | +246.1% |
| 5Y | +237.5% | +11.4% | +226.1% | +203.1% |
| All | +182.8% | +129.1% | +53.6% | +138.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling