+210.1%
HIMS vs NUE
+146.6%
+63.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.4% |
| 7D | -0.7% | -0.6% | -0.1% | -0.5% |
| 30D | -8.2% | -4.6% | -3.7% | -6.9% |
| 3M | -4.7% | -0.3% | -4.4% | -5.7% |
| 6M | +6.3% | +51.9% | -45.6% | -12.4% |
| YTD | -15.3% | +60.0% | -75.3% | -31.9% |
| 1Y | -46.9% | +82.9% | -129.7% | -60.0% |
| 3Y | +321.3% | +66.0% | +255.3% | +220.4% |
| All | +210.1% | +146.6% | +63.6% | +99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling