+321.3%
HIMS vs TRV
+146.6%
+174.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | +0.3% |
| 7D | -0.7% | +1.9% | -2.7% | -0.7% |
| 30D | -8.2% | +1.7% | -9.9% | -8.1% |
| 3M | -4.7% | +23.9% | -28.6% | -5.9% |
| 6M | +6.3% | +26.3% | -20.0% | +4.7% |
| YTD | -15.3% | +30.8% | -46.1% | -17.1% |
| 1Y | -46.9% | +36.3% | -83.2% | -48.4% |
| 3Y | +321.3% | +145.0% | +176.3% | +291.2% |
| All | +321.3% | +146.6% | +174.7% | +291.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling