+321.3%
HIMS vs AGG
+12.5%
+308.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.4% |
| 7D | -0.7% | -1.1% | +0.3% | +0.9% |
| 30D | -8.2% | -1.1% | -7.1% | -6.5% |
| 3M | -4.7% | -1.9% | -2.8% | -1.7% |
| 6M | +6.3% | -1.7% | +8.0% | +9.7% |
| YTD | -15.3% | -1.3% | -14.0% | -13.0% |
| 1Y | -46.9% | -0.7% | -46.1% | -45.7% |
| 3Y | +321.3% | +12.5% | +308.8% | +256.2% |
| All | +321.3% | +12.5% | +308.8% | +256.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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