+180.7%
HIMS vs NUE
+447.2%
-266.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.2% |
| 7D | -0.7% | -0.6% | -0.1% | -0.6% |
| 30D | -8.2% | -4.6% | -3.7% | -7.3% |
| 3M | -4.7% | -0.3% | -4.4% | -5.4% |
| 6M | +6.3% | +51.9% | -45.6% | -6.6% |
| YTD | -15.3% | +60.0% | -75.3% | -26.7% |
| 1Y | -46.9% | +82.9% | -129.7% | -55.9% |
| 3Y | +321.3% | +66.0% | +255.3% | +251.9% |
| 5Y | +215.8% | +149.0% | +66.9% | +147.0% |
| All | +180.7% | +447.2% | -266.5% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling