+180.7%
HIMS vs AON
+67.8%
+112.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +1.9% | +0.7% |
| 7D | -0.7% | -6.3% | +5.6% | +1.1% |
| 30D | -8.2% | -14.1% | +5.9% | -4.5% |
| 3M | -4.7% | -9.5% | +4.8% | -3.2% |
| 6M | +6.3% | -4.0% | +10.3% | +5.6% |
| YTD | -15.3% | -13.8% | -1.5% | -12.8% |
| 1Y | -46.9% | -18.3% | -28.6% | -44.4% |
| 3Y | +321.3% | -7.2% | +328.5% | +325.0% |
| 5Y | +215.8% | +7.3% | +208.5% | +203.6% |
| All | +180.7% | +67.8% | +112.9% | +162.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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