-24.1%
NU vs HIMS
-41.7%
+17.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.7% | -0.5% | +2.8% |
| 7D | +0.2% | -9.1% | +9.2% | +1.3% |
| 30D | -21.0% | -10.1% | -10.9% | -20.1% |
| 3M | -16.3% | -17.1% | +0.8% | -14.9% |
| 6M | -15.3% | -2.2% | -13.1% | -16.1% |
| YTD | -28.4% | -17.9% | -10.5% | -23.6% |
| 1Y | -24.1% | -37.7% | +13.6% | -14.3% |
| All | -24.1% | -41.7% | +17.6% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling