+51.1%
HIMS vs AFRM
-25.1%
+76.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -2.2% | +10.3% | +8.7% |
| 7D | -6.1% | -7.3% | +1.2% | -3.8% |
| 30D | -12.0% | -9.6% | -2.4% | -9.1% |
| 3M | -12.3% | -11.1% | -1.3% | -9.3% |
| 6M | -3.3% | +3.9% | -7.1% | -4.2% |
| YTD | -19.9% | -8.5% | -11.4% | -18.3% |
| 1Y | -37.4% | +3.3% | -40.6% | -38.7% |
| 3Y | +314.0% | +213.7% | +100.3% | +189.3% |
| 5Y | +212.1% | -58.5% | +270.7% | +159.7% |
| All | +51.1% | -25.1% | +76.1% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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