+180.7%
HIMS vs SGI
+258.2%
-77.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | 0.0% |
| 7D | -0.7% | -4.5% | +3.7% | +0.7% |
| 30D | -8.2% | +4.2% | -12.4% | -9.5% |
| 3M | -4.7% | -7.4% | +2.7% | -2.6% |
| 6M | +6.3% | -15.1% | +21.4% | +11.4% |
| YTD | -15.3% | -24.7% | +9.4% | -8.7% |
| 1Y | -46.9% | -21.8% | -25.1% | -43.6% |
| 3Y | +321.3% | +50.0% | +271.2% | +278.2% |
| 5Y | +215.8% | +48.9% | +166.9% | +164.0% |
| All | +180.7% | +258.2% | -77.5% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 10y: compounded portfolio wealth divided by compounded SGI 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…
10y analysis · Full analysis span regression · 6 months rolling