+327.3%
HIMS vs AEIS
+172.0%
+155.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.3% |
| 7D | -2.7% | +6.5% | -9.2% | -6.6% |
| 30D | -12.2% | -9.2% | -3.0% | -7.9% |
| 3M | -3.7% | -8.3% | +4.6% | -4.0% |
| 6M | +25.9% | -6.3% | +32.2% | +18.9% |
| YTD | -14.1% | +36.5% | -50.6% | -41.4% |
| 1Y | -41.6% | +84.8% | -126.4% | -69.6% |
| All | +327.3% | +172.0% | +155.2% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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