+321.3%
HIMS vs AZN
+28.0%
+293.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | -0.1% | +0.2% |
| 7D | -0.7% | -1.6% | +0.8% | -0.6% |
| 30D | -8.2% | +1.1% | -9.3% | -8.2% |
| 3M | -4.7% | -12.1% | +7.4% | -3.7% |
| 6M | +6.3% | -17.1% | +23.4% | +8.3% |
| YTD | -15.3% | -12.0% | -3.3% | -15.4% |
| 1Y | -46.9% | -0.2% | -46.6% | -49.0% |
| 3Y | +321.3% | +26.8% | +294.5% | +253.7% |
| All | +321.3% | +28.0% | +293.3% | +253.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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