+212.3%
HIMS vs AMIX
-99.9%
+312.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | -0.9% | -3.4% | +2.4% | -0.9% |
| 30D | -10.8% | -54.4% | +43.6% | -10.4% |
| 3M | +3.7% | -45.7% | +49.4% | +3.2% |
| 6M | +79.0% | -49.2% | +128.1% | +78.0% |
| YTD | -13.2% | -60.3% | +47.1% | -13.4% |
| 1Y | -43.3% | -81.4% | +38.1% | -42.8% |
| All | +212.3% | -99.9% | +312.2% | +140.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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