-37.7%
HIMS vs CAG
-6.8%
-30.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.0% | -2.2% | +6.1% |
| 7D | -9.1% | +9.7% | -18.8% | -5.5% |
| 30D | -10.1% | +15.8% | -25.9% | -4.0% |
| 3M | -17.1% | +1.8% | -18.9% | -15.9% |
| 6M | -2.2% | +11.5% | -13.7% | +5.1% |
| YTD | -17.9% | -6.7% | -11.2% | -23.4% |
| 1Y | -37.7% | -5.6% | -32.1% | -42.3% |
| All | -37.7% | -6.8% | -30.9% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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