+182.8%
HIMS vs TRMB
+52.3%
+130.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | +0.2% |
| 7D | -3.9% | -2.5% | -1.4% | -2.6% |
| 30D | -12.4% | +1.5% | -14.0% | -13.2% |
| 3M | -1.1% | +6.8% | -7.8% | -5.7% |
| 6M | +68.4% | -14.9% | +83.4% | +83.6% |
| YTD | -14.7% | -24.1% | +9.4% | -1.4% |
| 1Y | -42.4% | -25.4% | -17.0% | -32.5% |
| 3Y | +304.5% | +8.0% | +296.5% | +304.2% |
| 5Y | +237.5% | -37.3% | +274.8% | +294.6% |
| All | +182.8% | +52.3% | +130.5% | +206.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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