+188.2%
HIMS vs AMIX
-100.0%
+288.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | 0.0% | +8.1% | +8.1% |
| 7D | -6.1% | -16.0% | +10.0% | -5.9% |
| 30D | -12.0% | -55.4% | +43.4% | -11.4% |
| 3M | -12.3% | -87.5% | +75.2% | -11.1% |
| 6M | -3.3% | -81.2% | +77.9% | -3.1% |
| YTD | -19.9% | -86.8% | +66.9% | -19.5% |
| 1Y | -37.4% | -91.6% | +54.2% | -36.6% |
| All | +188.2% | -100.0% | +288.2% | +123.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling