+215.0%
HIMS vs AON
+9.0%
+206.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.7% | -2.1% |
| 7D | -1.4% | -5.9% | +4.5% | +1.4% |
| 30D | -10.1% | -13.7% | +3.6% | -4.3% |
| 3M | -1.2% | -8.3% | +7.1% | +0.5% |
| 6M | +16.9% | -3.6% | +20.6% | +14.8% |
| YTD | -15.5% | -12.4% | -3.1% | -12.3% |
| 1Y | -42.6% | -14.6% | -27.9% | -39.6% |
| 3Y | +320.2% | -5.7% | +325.9% | +316.0% |
| 5Y | +215.0% | +9.1% | +205.9% | +156.2% |
| All | +215.0% | +9.0% | +206.0% | +156.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling