+321.3%
HIMS vs LULU
-75.0%
+396.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | -0.4% |
| 7D | -0.7% | -1.6% | +0.9% | -0.2% |
| 30D | -8.2% | -18.1% | +9.9% | -3.5% |
| 3M | -4.7% | -18.8% | +14.1% | +0.3% |
| 6M | +6.3% | -39.2% | +45.5% | +22.3% |
| YTD | -15.3% | -52.4% | +37.1% | +4.7% |
| 1Y | -46.9% | -40.3% | -6.6% | -39.7% |
| 3Y | +321.3% | -75.1% | +396.4% | +507.5% |
| All | +321.3% | -75.0% | +396.3% | +507.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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