+187.4%
HIMS vs AEE
+69.6%
+117.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.6% |
| 7D | -0.9% | +0.6% | -1.6% | -1.0% |
| 30D | -10.8% | -1.9% | -8.9% | -10.7% |
| 3M | +3.7% | +0.3% | +3.4% | +3.5% |
| 6M | +79.0% | -3.0% | +81.9% | +79.1% |
| YTD | -13.2% | +8.4% | -21.6% | -14.3% |
| 1Y | -43.3% | +9.8% | -53.0% | -44.0% |
| 3Y | +331.4% | +47.4% | +283.9% | +314.2% |
| 5Y | +230.2% | +38.9% | +191.4% | +218.6% |
| All | +187.4% | +69.6% | +117.9% | +178.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling