-42.4%
HIMS vs AU
+100.5%
-142.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.5% |
| 7D | -3.9% | -3.6% | -0.3% | -2.7% |
| 30D | -12.4% | +23.9% | -36.3% | -17.9% |
| 3M | -1.1% | +19.1% | -20.2% | -6.6% |
| 6M | +68.4% | -0.2% | +68.6% | +64.7% |
| YTD | -14.7% | +32.5% | -47.1% | -26.6% |
| 1Y | -42.4% | +96.9% | -139.3% | -61.4% |
| All | -42.4% | +100.5% | -142.9% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling