+222.2%
HIMS vs APD
+27.6%
+194.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | +0.1% |
| 7D | -3.9% | -2.2% | -1.7% | -2.9% |
| 30D | -12.4% | +2.1% | -14.5% | -13.5% |
| 3M | -1.1% | +7.2% | -8.2% | -5.1% |
| 6M | +68.4% | +11.2% | +57.2% | +57.7% |
| YTD | -14.7% | +24.4% | -39.0% | -25.7% |
| 1Y | -42.4% | +6.7% | -49.1% | -45.5% |
| 3Y | +304.5% | +9.2% | +295.3% | +270.5% |
| All | +222.2% | +27.6% | +194.6% | +125.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling