-33.9%
INTU vs HIMS
+186.4%
-220.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -16.6% | +17.3% | +1.5% |
| 7D | -1.2% | -25.6% | +24.3% | 0.0% |
| 30D | +12.4% | -38.1% | +50.6% | +14.8% |
| 3M | +2.3% | -39.8% | +42.1% | +4.4% |
| 6M | -13.3% | -32.3% | +19.0% | -12.8% |
| YTD | -47.9% | -41.1% | -6.8% | -47.5% |
| 1Y | -47.2% | -53.4% | +6.2% | -46.1% |
| 3Y | -33.9% | +180.9% | -214.8% | -43.4% |
| All | -33.9% | +186.4% | -220.3% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIMS.
Daily Out/Under-Performance
Portfolio return minus HIMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIMS 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 3y: compounded portfolio wealth divided by compounded HIMS 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…
3y analysis · Full analysis span regression · 6 months rolling