+187.4%
HIMS vs APTV
-49.0%
+236.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.6% | +6.3% | +3.4% |
| 7D | -0.9% | +2.0% | -2.9% | -1.9% |
| 30D | -10.8% | -7.7% | -3.1% | -8.3% |
| 3M | +3.7% | -34.0% | +37.7% | +19.7% |
| 6M | +79.0% | -37.1% | +116.1% | +109.3% |
| YTD | -13.2% | -39.9% | +26.7% | +2.2% |
| 1Y | -43.3% | -44.4% | +1.2% | -31.0% |
| 3Y | +331.4% | -54.5% | +385.9% | +445.0% |
| 5Y | +230.2% | -69.1% | +299.4% | +353.8% |
| All | +187.4% | -49.0% | +236.4% | +282.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling