+184.7%
HIMS vs AU
+562.9%
-378.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -2.7% | +0.6% | -3.4% | -2.8% |
| 30D | -12.2% | +12.3% | -24.5% | -13.4% |
| 3M | -3.7% | +29.4% | -33.1% | -7.0% |
| 6M | +25.9% | +3.2% | +22.7% | +24.5% |
| YTD | -14.1% | +31.8% | -45.9% | -17.7% |
| 1Y | -41.6% | +83.4% | -125.0% | -46.1% |
| 3Y | +327.3% | +623.1% | -295.8% | +227.6% |
| 5Y | +207.9% | +700.5% | -492.6% | +131.6% |
| All | +184.7% | +562.9% | -378.2% | +116.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling