+184.7%
HIMS vs LULU
-49.8%
+234.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | +0.1% |
| 7D | -2.7% | -16.9% | +14.2% | +2.6% |
| 30D | -12.2% | -22.0% | +9.8% | -5.8% |
| 3M | -3.7% | -17.8% | +14.1% | +1.2% |
| 6M | +25.9% | -41.3% | +67.2% | +47.4% |
| YTD | -14.1% | -52.0% | +37.9% | +7.0% |
| 1Y | -41.6% | -39.8% | -1.8% | -33.3% |
| 3Y | +327.3% | -74.8% | +402.1% | +530.8% |
| 5Y | +207.9% | -76.3% | +284.2% | +334.7% |
| All | +184.7% | -49.8% | +234.5% | +283.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling