+184.7%
HIMS vs TDG
+177.6%
+7.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.4% |
| 7D | -2.7% | -2.4% | -0.3% | -2.0% |
| 30D | -12.2% | -8.0% | -4.2% | -10.0% |
| 3M | -3.7% | -10.5% | +6.7% | -0.3% |
| 6M | +25.9% | -11.9% | +37.8% | +30.5% |
| YTD | -14.1% | -15.4% | +1.3% | -10.1% |
| 1Y | -41.6% | -14.2% | -27.4% | -39.6% |
| 3Y | +327.3% | +51.0% | +276.2% | +281.9% |
| 5Y | +207.9% | +126.5% | +81.5% | +149.9% |
| All | +184.7% | +177.6% | +7.1% | +128.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 all: compounded portfolio wealth divided by compounded TDG 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…
all analysis · Full analysis span regression · 6 months rolling