+215.0%
HIMS vs TRI
-11.1%
+226.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.1% |
| 7D | -1.4% | -14.4% | +13.0% | +4.7% |
| 30D | -10.1% | -8.1% | -2.0% | -7.6% |
| 3M | -1.2% | +17.5% | -18.8% | -11.9% |
| 6M | +16.9% | -5.0% | +21.9% | +15.5% |
| YTD | -15.5% | -24.7% | +9.2% | -2.9% |
| 1Y | -42.6% | -41.5% | -1.1% | -20.1% |
| 3Y | +320.2% | -20.3% | +340.6% | +326.9% |
| 5Y | +215.0% | -10.9% | +226.0% | +152.7% |
| All | +215.0% | -11.1% | +226.2% | +152.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling