+220.3%
HIMS vs AMGN
+111.1%
+109.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -2.7% | -11.6% | +8.9% | +1.7% |
| 30D | -12.2% | -5.7% | -6.5% | -10.5% |
| 3M | -3.7% | +14.2% | -17.9% | -9.8% |
| 6M | +25.9% | +5.2% | +20.7% | +22.3% |
| YTD | -14.1% | +22.0% | -36.1% | -21.6% |
| 1Y | -41.6% | +43.6% | -85.3% | -50.8% |
| 3Y | +327.3% | +65.0% | +262.3% | +231.5% |
| All | +220.3% | +111.1% | +109.2% | +112.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling