+187.4%
HIMS vs AGI
+504.3%
-316.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +1.9% |
| 7D | -0.9% | +4.4% | -5.3% | -1.8% |
| 30D | -10.8% | +10.0% | -20.8% | -12.1% |
| 3M | +3.7% | +1.7% | +1.9% | +3.2% |
| 6M | +79.0% | -26.8% | +105.8% | +86.8% |
| YTD | -13.2% | -5.3% | -7.9% | -13.5% |
| 1Y | -43.3% | +11.5% | -54.7% | -44.7% |
| 3Y | +331.4% | +212.9% | +118.5% | +258.0% |
| 5Y | +230.2% | +388.8% | -158.5% | +157.8% |
| All | +187.4% | +504.3% | -316.8% | +128.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling