+182.8%
HIMS vs AMBA
-3.4%
+186.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.1% |
| 7D | -3.9% | -11.0% | +7.0% | 0.0% |
| 30D | -12.4% | -23.2% | +10.7% | -4.1% |
| 3M | -1.1% | -12.7% | +11.6% | +0.7% |
| 6M | +68.4% | +11.2% | +57.2% | +54.5% |
| YTD | -14.7% | -11.2% | -3.4% | -16.3% |
| 1Y | -42.4% | -22.5% | -19.9% | -41.7% |
| 3Y | +304.5% | -1.3% | +305.8% | +257.1% |
| 5Y | +237.5% | -54.2% | +291.7% | +245.8% |
| All | +182.8% | -3.4% | +186.2% | +163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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