+141.5%
HIMS vs SGI
+41.4%
+100.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -24.1% | -5.3% | -18.8% | -21.4% |
| 30D | -28.8% | -2.1% | -26.8% | -28.4% |
| 3M | -31.4% | -8.2% | -23.2% | -28.4% |
| 6M | -18.3% | -4.6% | -13.7% | -17.2% |
| YTD | -39.2% | -31.5% | -7.8% | -26.1% |
| 1Y | -45.3% | -30.8% | -14.4% | -34.1% |
| 3Y | +181.9% | +67.2% | +114.6% | +93.9% |
| All | +141.5% | +41.4% | +100.1% | +67.2% |
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