+187.4%
HIMS vs TRI
+68.3%
+119.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.5% | +8.2% | +3.9% |
| 7D | -0.9% | -7.1% | +6.1% | +1.2% |
| 30D | -10.8% | -2.3% | -8.5% | -10.7% |
| 3M | +3.7% | +19.6% | -15.9% | -5.9% |
| 6M | +79.0% | -8.7% | +87.7% | +80.1% |
| YTD | -13.2% | -22.3% | +9.0% | -6.1% |
| 1Y | -43.3% | -40.7% | -2.6% | -29.6% |
| 3Y | +331.4% | -17.8% | +349.2% | +355.4% |
| 5Y | +230.2% | -8.5% | +238.7% | +220.5% |
| All | +187.4% | +68.3% | +119.2% | +153.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling