+182.8%
HIMS vs UAL
+23.2%
+159.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -1.0% |
| 7D | -3.9% | +0.7% | -4.6% | -4.1% |
| 30D | -12.4% | -16.1% | +3.7% | -8.8% |
| 3M | -1.1% | +6.1% | -7.2% | -2.5% |
| 6M | +68.4% | +10.8% | +57.6% | +64.0% |
| YTD | -14.7% | -0.4% | -14.3% | -15.4% |
| 1Y | -42.4% | +5.0% | -47.4% | -43.6% |
| 3Y | +304.5% | +124.0% | +180.5% | +236.4% |
| 5Y | +237.5% | +141.0% | +96.5% | +171.9% |
| All | +182.8% | +23.2% | +159.6% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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