+321.3%
HIMS vs AGNC
+62.2%
+259.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.6% |
| 7D | -0.7% | -4.7% | +4.0% | +2.9% |
| 30D | -8.2% | -5.7% | -2.5% | -4.0% |
| 3M | -4.7% | +1.9% | -6.6% | -6.1% |
| 6M | +6.3% | +1.8% | +4.5% | +5.2% |
| YTD | -15.3% | +3.4% | -18.7% | -17.3% |
| 1Y | -46.9% | +13.6% | -60.5% | -51.8% |
| 3Y | +321.3% | +60.4% | +260.9% | +200.2% |
| All | +321.3% | +62.2% | +259.1% | +200.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGNC.
Daily Out/Under-Performance
Portfolio return minus AGNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGNC 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 AGNC 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