+31.9%
INTU vs HIMS
+183.3%
-151.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | -7.1% | -3.9% | -3.2% | -6.7% |
| 30D | +1.5% | -12.4% | +13.9% | +2.5% |
| 3M | +10.7% | -1.1% | +11.7% | +9.1% |
| 6M | -23.8% | +68.4% | -92.3% | -30.6% |
| YTD | -49.3% | -14.7% | -34.6% | -50.2% |
| 1Y | -49.7% | -42.4% | -7.3% | -48.8% |
| 3Y | -38.0% | +304.5% | -342.5% | -59.5% |
| 5Y | -38.7% | +237.5% | -276.3% | -62.6% |
| All | +31.9% | +183.3% | -151.4% | -44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling