+181.9%
HIMS vs AEE
+65.0%
+116.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -24.1% | +1.7% | -25.8% | -24.2% |
| 30D | -28.8% | +9.7% | -38.6% | -29.3% |
| 3M | -31.4% | +5.9% | -37.3% | -31.7% |
| 6M | -18.3% | +6.7% | -25.0% | -18.9% |
| YTD | -39.2% | +17.4% | -56.6% | -41.6% |
| 1Y | -45.3% | +12.7% | -57.9% | -46.6% |
| 3Y | +181.9% | +68.2% | +113.6% | +141.2% |
| All | +181.9% | +65.0% | +116.9% | +141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling