+215.0%
HIMS vs AEE
+38.5%
+176.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.4% |
| 7D | -1.4% | -0.7% | -0.7% | -1.2% |
| 30D | -10.1% | -2.0% | -8.1% | -9.8% |
| 3M | -1.2% | -2.8% | +1.6% | -1.0% |
| 6M | +16.9% | -3.6% | +20.5% | +17.2% |
| YTD | -15.5% | +7.3% | -22.8% | -18.1% |
| 1Y | -42.6% | +8.7% | -51.3% | -44.5% |
| 3Y | +320.2% | +46.0% | +274.2% | +271.3% |
| 5Y | +215.0% | +39.8% | +175.3% | +169.1% |
| All | +215.0% | +38.5% | +176.5% | +169.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling