+314.0%
HIMS vs AXON
+42.7%
+271.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -18.2% | +26.2% | +12.4% |
| 7D | -6.1% | -26.8% | +20.8% | +0.8% |
| 30D | -12.0% | -22.9% | +10.9% | -6.8% |
| 3M | -12.3% | -40.1% | +27.8% | -1.5% |
| 6M | -3.3% | -18.9% | +15.6% | +0.7% |
| YTD | -19.9% | -44.9% | +25.0% | -9.8% |
| 1Y | -37.4% | -46.7% | +9.3% | -28.9% |
| 3Y | +314.0% | +44.3% | +269.7% | +245.4% |
| All | +314.0% | +42.7% | +271.3% | +245.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 3y: compounded portfolio wealth divided by compounded AXON 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…
3y analysis · Full analysis span regression · 6 months rolling