+321.3%
HIMS vs TRU
-1.3%
+322.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.2% |
| 7D | -0.7% | -2.7% | +2.0% | +0.6% |
| 30D | -8.2% | -2.0% | -6.2% | -7.5% |
| 3M | -4.7% | +18.4% | -23.2% | -14.4% |
| 6M | +6.3% | +8.9% | -2.6% | -0.2% |
| YTD | -15.3% | -8.9% | -6.3% | -14.3% |
| 1Y | -46.9% | -15.9% | -31.0% | -44.2% |
| 3Y | +321.3% | -1.1% | +322.4% | +312.1% |
| All | +321.3% | -1.3% | +322.6% | +312.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling