+180.0%
HIMS vs AGG
+5.1%
+174.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -1.0% | -1.0% |
| 7D | -1.4% | -0.9% | -0.4% | -0.4% |
| 30D | -10.1% | -1.0% | -9.1% | -9.1% |
| 3M | -1.2% | -1.3% | +0.1% | +0.3% |
| 6M | +16.9% | -2.1% | +19.0% | +19.8% |
| YTD | -15.5% | -1.2% | -14.3% | -14.1% |
| 1Y | -42.6% | -0.5% | -42.1% | -42.0% |
| 3Y | +320.2% | +12.4% | +307.8% | +282.8% |
| 5Y | +215.0% | -2.4% | +217.4% | +193.8% |
| All | +180.0% | +5.1% | +174.9% | +159.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling