+210.1%
HIMS vs AZN
+55.9%
+154.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | -0.1% | +0.2% |
| 7D | -0.7% | -1.6% | +0.8% | -0.3% |
| 30D | -8.2% | +1.1% | -9.3% | -8.4% |
| 3M | -4.7% | -12.1% | +7.4% | -1.6% |
| 6M | +6.3% | -17.1% | +23.4% | +11.7% |
| YTD | -15.3% | -12.0% | -3.3% | -14.0% |
| 1Y | -46.9% | -0.2% | -46.6% | -49.6% |
| 3Y | +321.3% | +26.8% | +294.5% | +237.9% |
| All | +210.1% | +55.9% | +154.3% | +135.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling