-42.6%
HIMS vs AG
+119.5%
-162.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.2% | -0.2% |
| 7D | -1.4% | -5.8% | +4.4% | +0.3% |
| 30D | -10.1% | +6.4% | -16.4% | -11.4% |
| 3M | -1.2% | +28.4% | -29.6% | -7.5% |
| 6M | +16.9% | -24.5% | +41.4% | +22.1% |
| YTD | -15.5% | +21.2% | -36.7% | -27.3% |
| 1Y | -42.6% | +114.1% | -156.7% | -59.4% |
| All | -42.6% | +119.5% | -162.0% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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