+187.4%
HIMS vs TRU
+0.1%
+187.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.8% | +4.5% | +2.9% |
| 7D | -0.9% | -7.2% | +6.2% | +2.2% |
| 30D | -10.8% | -2.8% | -8.0% | -9.9% |
| 3M | +3.7% | +13.0% | -9.3% | -3.6% |
| 6M | +79.0% | +0.7% | +78.3% | +74.7% |
| YTD | -13.2% | -9.0% | -4.2% | -12.4% |
| 1Y | -43.3% | -16.3% | -26.9% | -40.9% |
| 3Y | +331.4% | -1.1% | +332.5% | +318.9% |
| 5Y | +230.2% | -36.0% | +266.3% | +241.9% |
| All | +187.4% | +0.1% | +187.3% | +181.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling