-37.7%
HIMS vs TRI
-22.4%
-15.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.4% | -2.7% | +3.2% |
| 7D | -9.1% | +1.0% | -10.1% | -9.3% |
| 30D | -10.1% | +20.8% | -30.9% | -12.0% |
| 3M | -17.1% | +8.1% | -25.2% | -18.3% |
| 6M | -2.2% | +24.2% | -26.4% | -4.4% |
| YTD | -17.9% | -7.8% | -10.1% | -18.0% |
| 1Y | -37.7% | -16.7% | -21.0% | -34.7% |
| All | -37.7% | -22.4% | -15.3% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling