+180.7%
HIMS vs TRU
+0.2%
+180.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.2% |
| 7D | -0.7% | -2.7% | +2.0% | +0.5% |
| 30D | -8.2% | -2.0% | -6.2% | -7.5% |
| 3M | -4.7% | +18.4% | -23.2% | -13.3% |
| 6M | +6.3% | +8.9% | -2.6% | +0.6% |
| YTD | -15.3% | -8.9% | -6.3% | -14.5% |
| 1Y | -46.9% | -15.9% | -31.0% | -44.8% |
| 3Y | +321.3% | -1.1% | +322.4% | +309.1% |
| 5Y | +215.8% | -35.2% | +251.0% | +226.5% |
| All | +180.7% | +0.2% | +180.5% | +174.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling