+210.1%
HIMS vs AU
+686.2%
-476.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | +0.1% |
| 7D | -0.7% | -4.3% | +3.5% | +0.2% |
| 30D | -8.2% | +7.3% | -15.5% | -9.3% |
| 3M | -4.7% | +26.3% | -31.0% | -8.9% |
| 6M | +6.3% | +1.8% | +4.5% | +5.0% |
| YTD | -15.3% | +26.8% | -42.1% | -20.1% |
| 1Y | -46.9% | +66.7% | -113.5% | -52.3% |
| 3Y | +321.3% | +579.1% | -257.8% | +168.8% |
| All | +210.1% | +686.2% | -476.1% | +72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling