-42.6%
HIMS vs IAU
+18.2%
-60.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -0.7% |
| 7D | -1.4% | -3.4% | +2.0% | +0.6% |
| 30D | -10.1% | -1.1% | -9.0% | -9.0% |
| 3M | -1.2% | +5.8% | -7.1% | -2.9% |
| 6M | +16.9% | -16.9% | +33.9% | +26.8% |
| YTD | -15.5% | +0.1% | -15.6% | -16.8% |
| 1Y | -42.6% | +18.4% | -61.0% | -39.9% |
| All | -42.6% | +18.2% | -60.8% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling