+302.2%
HIMS vs FGI
-4.4%
+306.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.5% | -7.9% | -0.4% |
| 7D | -3.9% | +0.5% | -4.5% | -3.9% |
| 30D | -12.4% | +65.4% | -77.9% | -12.4% |
| 3M | -1.1% | +23.5% | -24.6% | -0.8% |
| 6M | +68.4% | +60.5% | +7.9% | +69.8% |
| YTD | -14.7% | +30.0% | -44.7% | -13.9% |
| 1Y | -42.4% | +82.1% | -124.5% | -41.3% |
| All | +302.2% | -4.4% | +306.6% | +322.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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