+230.2%
HIMS vs ATI
+1,101.9%
-871.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.2% | +2.5% |
| 7D | -0.9% | +3.2% | -4.1% | -2.6% |
| 30D | -10.8% | -9.0% | -1.8% | -6.9% |
| 3M | +3.7% | +15.1% | -11.4% | -4.3% |
| 6M | +79.0% | +38.1% | +40.8% | +50.6% |
| YTD | -13.2% | +80.7% | -93.9% | -36.5% |
| 1Y | -43.3% | +167.5% | -210.8% | -66.1% |
| 3Y | +331.4% | +366.0% | -34.6% | +101.5% |
| 5Y | +230.2% | +1,088.8% | -858.5% | +16.5% |
| All | +230.2% | +1,101.9% | -871.6% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling