+101.3%
HIMS vs APTV
-56.7%
+158.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -24.1% | -1.7% | -22.4% | -23.6% |
| 30D | -28.8% | -11.6% | -17.2% | -25.5% |
| 3M | -31.4% | -21.2% | -10.2% | -25.4% |
| 6M | -18.3% | -28.5% | +10.3% | -9.5% |
| YTD | -39.2% | -49.1% | +9.8% | -24.0% |
| 1Y | -45.3% | -52.2% | +6.9% | -29.9% |
| 3Y | +181.9% | -48.6% | +230.5% | +244.4% |
| 5Y | +166.6% | -77.3% | +243.9% | +297.5% |
| All | +101.3% | -56.7% | +158.1% | +184.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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