+187.4%
HIMS vs AR
+994.7%
-807.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | -0.9% | -1.8% | +0.9% | -0.7% |
| 30D | -10.8% | +12.6% | -23.4% | -12.1% |
| 3M | +3.7% | +10.0% | -6.3% | +2.1% |
| 6M | +79.0% | +0.6% | +78.3% | +77.7% |
| YTD | -13.2% | +13.4% | -26.6% | -15.3% |
| 1Y | -43.3% | +21.7% | -65.0% | -45.1% |
| 3Y | +331.4% | +45.8% | +285.6% | +316.3% |
| 5Y | +230.2% | +144.3% | +86.0% | +214.4% |
| All | +187.4% | +994.7% | -807.2% | +171.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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