+184.7%
HIMS vs ATI
+839.7%
-655.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -2.7% | +2.4% | -5.1% | -3.4% |
| 30D | -12.2% | -9.5% | -2.7% | -10.1% |
| 3M | -3.7% | +10.4% | -14.1% | -6.4% |
| 6M | +25.9% | +31.8% | -5.9% | +16.9% |
| YTD | -14.1% | +80.0% | -94.1% | -25.9% |
| 1Y | -41.6% | +175.8% | -217.4% | -54.7% |
| 3Y | +327.3% | +364.2% | -37.0% | +202.8% |
| 5Y | +207.9% | +1,076.9% | -868.9% | +101.7% |
| All | +184.7% | +839.7% | -655.0% | +86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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