+207.9%
HIMS vs AME
+83.9%
+124.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.4% |
| 7D | -2.7% | +1.3% | -4.0% | -3.9% |
| 30D | -12.2% | -6.6% | -5.6% | -7.0% |
| 3M | -3.7% | +3.0% | -6.7% | -6.3% |
| 6M | +25.9% | +5.3% | +20.6% | +19.2% |
| YTD | -14.1% | +15.4% | -29.5% | -25.4% |
| 1Y | -41.6% | +26.8% | -68.4% | -53.9% |
| 3Y | +327.3% | +56.5% | +270.7% | +180.6% |
| 5Y | +207.9% | +85.2% | +122.7% | +72.1% |
| All | +207.9% | +83.9% | +124.1% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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