+181.9%
HIMS vs ALK
+13.2%
+168.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.7% |
| 7D | -24.1% | -1.2% | -22.9% | -24.1% |
| 30D | -28.8% | +7.7% | -36.5% | -32.0% |
| 3M | -31.4% | -19.0% | -12.4% | -25.4% |
| 6M | -18.3% | -0.2% | -18.1% | -20.3% |
| YTD | -39.2% | -23.5% | -15.7% | -34.2% |
| 1Y | -45.3% | -9.1% | -36.2% | -46.1% |
| 3Y | +181.9% | +12.0% | +169.8% | +180.9% |
| All | +181.9% | +13.2% | +168.7% | +180.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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