-37.7%
HIMS vs TRV
+54.4%
-92.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.5% | +0.2% | +5.9% |
| 7D | -9.1% | +3.9% | -12.9% | -6.9% |
| 30D | -10.1% | +13.5% | -23.6% | -1.9% |
| 3M | -17.1% | +8.9% | -26.0% | -11.2% |
| 6M | -2.2% | +36.8% | -39.0% | +18.4% |
| YTD | -17.9% | +42.7% | -60.6% | -1.0% |
| 1Y | -37.7% | +49.9% | -87.5% | -23.8% |
| All | -37.7% | +54.4% | -92.1% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1y: compounded portfolio wealth divided by compounded TRV 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…
1y analysis · Full analysis span regression · 6 months rolling