+187.4%
HIMS vs TRV
+183.8%
+3.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.7% |
| 7D | -0.9% | +0.5% | -1.4% | -1.0% |
| 30D | -10.8% | -4.9% | -6.0% | -10.5% |
| 3M | +3.7% | +23.7% | -20.1% | +1.1% |
| 6M | +79.0% | +20.3% | +58.7% | +74.9% |
| YTD | -13.2% | +27.1% | -40.3% | -15.8% |
| 1Y | -43.3% | +35.3% | -78.6% | -45.4% |
| 3Y | +331.4% | +139.8% | +191.6% | +287.6% |
| 5Y | +230.2% | +153.9% | +76.4% | +196.2% |
| All | +187.4% | +183.8% | +3.6% | +154.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling