+170.9%
HIMS vs JAAA
+29.3%
+141.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -0.9% | +0.1% | -1.0% | -1.3% |
| 30D | -10.8% | +0.5% | -11.3% | -12.1% |
| 3M | +3.7% | +1.2% | +2.5% | -0.2% |
| 6M | +79.0% | +2.8% | +76.1% | +63.8% |
| YTD | -13.2% | +3.2% | -16.4% | -21.2% |
| 1Y | -43.3% | +4.8% | -48.1% | -50.7% |
| 3Y | +331.4% | +19.0% | +312.4% | +208.4% |
| 5Y | +230.2% | +26.8% | +203.4% | +115.7% |
| All | +170.9% | +29.3% | +141.6% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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