-37.7%
HIMS vs AJG
+19.3%
-57.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.5% | -1.7% | +4.3% |
| 7D | -9.1% | +10.7% | -19.8% | -8.2% |
| 30D | -10.1% | +26.9% | -37.1% | -7.8% |
| 3M | -17.1% | +16.6% | -33.7% | -16.0% |
| 6M | -2.2% | +40.1% | -42.4% | -2.9% |
| YTD | -17.9% | +12.4% | -30.3% | -13.8% |
| 1Y | -37.7% | +15.9% | -53.6% | -34.7% |
| All | -37.7% | +19.3% | -57.0% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 1y: compounded portfolio wealth divided by compounded AJG 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…
1y analysis · Full analysis span regression · 6 months rolling