+165.3%
HIMS vs APD
+63.5%
+101.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.5% | +9.6% | +8.5% |
| 7D | -6.1% | -3.7% | -2.4% | -5.0% |
| 30D | -12.0% | +9.6% | -21.6% | -14.3% |
| 3M | -12.3% | +1.6% | -14.0% | -12.9% |
| 6M | -3.3% | +2.2% | -5.4% | -4.4% |
| YTD | -19.9% | +25.9% | -45.8% | -26.7% |
| 1Y | -37.4% | +20.1% | -57.5% | -41.9% |
| 3Y | +314.0% | +12.4% | +301.6% | +289.3% |
| 5Y | +212.1% | +11.1% | +201.0% | +183.9% |
| All | +165.3% | +63.5% | +101.8% | +135.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling