+180.0%
HIMS vs AZN
+116.9%
+63.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.4% | -2.0% |
| 7D | -1.4% | -3.1% | +1.7% | -0.8% |
| 30D | -10.1% | +0.6% | -10.6% | -10.1% |
| 3M | -1.2% | -10.8% | +9.6% | +0.4% |
| 6M | +16.9% | -18.1% | +35.0% | +20.9% |
| YTD | -15.5% | -12.3% | -3.2% | -14.5% |
| 1Y | -42.6% | -0.2% | -42.4% | -44.1% |
| 3Y | +320.2% | +23.4% | +296.9% | +280.0% |
| 5Y | +215.0% | +56.4% | +158.7% | +177.2% |
| All | +180.0% | +116.9% | +63.1% | +139.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling