+220.3%
HIMS vs APTV
-70.4%
+290.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | +0.5% |
| 7D | -2.7% | -1.2% | -1.6% | -2.4% |
| 30D | -12.2% | -10.6% | -1.5% | -7.0% |
| 3M | -3.7% | -35.0% | +31.3% | +19.4% |
| 6M | +25.9% | -38.9% | +64.8% | +60.0% |
| YTD | -14.1% | -41.5% | +27.4% | +10.0% |
| 1Y | -41.6% | -45.8% | +4.2% | -21.6% |
| 3Y | +327.3% | -55.7% | +383.0% | +516.1% |
| All | +220.3% | -70.4% | +290.8% | +504.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling