+182.8%
HIMS vs AVAV
+134.3%
+48.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | 0.0% |
| 7D | -3.9% | -2.2% | -1.7% | -3.4% |
| 30D | -12.4% | -13.9% | +1.5% | -9.4% |
| 3M | -1.1% | -29.2% | +28.2% | +6.4% |
| 6M | +68.4% | -36.1% | +104.6% | +83.1% |
| YTD | -14.7% | -40.2% | +25.5% | -8.8% |
| 1Y | -42.4% | -36.2% | -6.2% | -39.6% |
| 3Y | +304.5% | +47.5% | +257.0% | +242.9% |
| 5Y | +237.5% | +39.3% | +198.2% | +174.1% |
| All | +182.8% | +134.3% | +48.5% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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