+215.0%
HIMS vs AGI
+389.6%
-174.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.3% | +1.7% | -0.7% |
| 7D | -1.4% | -5.3% | +3.9% | +0.2% |
| 30D | -10.1% | +6.8% | -16.8% | -11.5% |
| 3M | -1.2% | +8.3% | -9.5% | -3.5% |
| 6M | +16.9% | -29.2% | +46.1% | +26.8% |
| YTD | -15.5% | -7.3% | -8.2% | -15.9% |
| 1Y | -42.6% | +8.0% | -50.6% | -45.2% |
| 3Y | +320.2% | +206.6% | +113.7% | +176.0% |
| 5Y | +215.0% | +398.1% | -183.1% | +64.5% |
| All | +215.0% | +389.6% | -174.6% | +64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling