+180.7%
HIMS vs AMGN
+139.8%
+40.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.6% |
| 7D | -0.7% | -13.7% | +13.0% | +2.5% |
| 30D | -8.2% | -8.8% | +0.6% | -6.4% |
| 3M | -4.7% | +7.2% | -11.9% | -6.8% |
| 6M | +6.3% | +1.3% | +5.0% | +5.5% |
| YTD | -15.3% | +17.6% | -32.9% | -18.8% |
| 1Y | -46.9% | +37.2% | -84.0% | -51.0% |
| 3Y | +321.3% | +57.7% | +263.5% | +280.4% |
| 5Y | +215.8% | +106.3% | +109.6% | +180.2% |
| All | +180.7% | +139.8% | +40.9% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 10y: compounded portfolio wealth divided by compounded AMGN 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…
10y analysis · Full analysis span regression · 6 months rolling