+215.0%
HIMS vs AMP
+118.7%
+96.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.9% |
| 7D | -1.4% | -2.0% | +0.7% | +0.3% |
| 30D | -10.1% | -1.7% | -8.4% | -9.2% |
| 3M | -1.2% | +23.2% | -24.4% | -17.9% |
| 6M | +16.9% | +22.2% | -5.3% | -2.9% |
| YTD | -15.5% | +14.0% | -29.5% | -25.8% |
| 1Y | -42.6% | +14.0% | -56.6% | -49.6% |
| 3Y | +320.2% | +67.0% | +253.2% | +182.9% |
| 5Y | +215.0% | +123.2% | +91.8% | +65.1% |
| All | +215.0% | +118.7% | +96.3% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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