+321.3%
HIMS vs AGI
+206.1%
+115.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.1% |
| 7D | -0.7% | -2.7% | +2.0% | -0.1% |
| 30D | -8.2% | +7.2% | -15.5% | -9.5% |
| 3M | -4.7% | +4.3% | -9.0% | -5.7% |
| 6M | +6.3% | -27.1% | +33.4% | +12.0% |
| YTD | -15.3% | -6.6% | -8.7% | -15.2% |
| 1Y | -46.9% | +9.5% | -56.4% | -48.2% |
| 3Y | +321.3% | +208.4% | +112.8% | +239.4% |
| All | +321.3% | +206.1% | +115.2% | +239.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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