+184.7%
HIMS vs UUUU
+599.5%
-414.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -2.7% | +1.8% | -4.5% | -3.1% |
| 30D | -12.2% | +1.8% | -14.0% | -12.5% |
| 3M | -3.7% | +1.3% | -5.0% | -3.7% |
| 6M | +25.9% | -26.8% | +52.7% | +33.8% |
| YTD | -14.1% | +0.1% | -14.1% | -16.8% |
| 1Y | -41.6% | +11.2% | -52.9% | -46.6% |
| 3Y | +327.3% | +97.7% | +229.6% | +215.0% |
| 5Y | +207.9% | +127.3% | +80.6% | +110.7% |
| All | +184.7% | +599.5% | -414.8% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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