+207.9%
HIMS vs AEIS
+238.7%
-30.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.2% |
| 7D | -2.7% | +6.5% | -9.2% | -6.8% |
| 30D | -12.2% | -9.2% | -3.0% | -7.7% |
| 3M | -3.7% | -8.3% | +4.6% | -3.8% |
| 6M | +25.9% | -6.3% | +32.2% | +19.3% |
| YTD | -14.1% | +36.5% | -50.6% | -41.0% |
| 1Y | -41.6% | +84.8% | -126.4% | -69.1% |
| 3Y | +327.3% | +176.6% | +150.7% | +64.8% |
| 5Y | +207.9% | +237.1% | -29.1% | -4.7% |
| All | +207.9% | +238.7% | -30.8% | -4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling