+180.7%
HIMS vs APTV
-49.2%
+229.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -0.7% | -5.0% | +4.3% | +1.1% |
| 30D | -8.2% | -6.1% | -2.1% | -6.3% |
| 3M | -4.7% | -33.0% | +28.3% | +9.3% |
| 6M | +6.3% | -35.2% | +41.5% | +23.0% |
| YTD | -15.3% | -40.1% | +24.9% | 0.0% |
| 1Y | -46.9% | -45.6% | -1.2% | -34.9% |
| 3Y | +321.3% | -54.4% | +375.6% | +431.6% |
| 5Y | +215.8% | -68.9% | +284.7% | +333.7% |
| All | +180.7% | -49.2% | +229.9% | +273.6% |
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