+184.7%
HIMS vs APD
+58.3%
+126.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -0.7% |
| 7D | -2.7% | -4.6% | +1.9% | -1.3% |
| 30D | -12.2% | -4.2% | -8.0% | -11.1% |
| 3M | -3.7% | +5.0% | -8.7% | -5.6% |
| 6M | +25.9% | +8.9% | +17.0% | +21.6% |
| YTD | -14.1% | +21.9% | -36.0% | -20.5% |
| 1Y | -41.6% | +5.6% | -47.2% | -43.5% |
| 3Y | +327.3% | +6.9% | +320.4% | +308.2% |
| 5Y | +207.9% | +25.3% | +182.6% | +179.8% |
| All | +184.7% | +58.3% | +126.4% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling