+207.9%
HIMS vs SGI
+56.1%
+151.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +1.0% | +0.2% |
| 7D | -2.7% | +0.6% | -3.3% | -3.2% |
| 30D | -12.2% | +5.5% | -17.7% | -15.3% |
| 3M | -3.7% | -3.6% | -0.1% | -2.2% |
| 6M | +25.9% | -15.0% | +40.9% | +37.2% |
| YTD | -14.1% | -23.0% | +9.0% | -2.1% |
| 1Y | -41.6% | -18.4% | -23.2% | -36.9% |
| 3Y | +327.3% | +57.8% | +269.5% | +205.7% |
| 5Y | +207.9% | +51.5% | +156.5% | +100.5% |
| All | +207.9% | +56.1% | +151.8% | +100.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling