-42.4%
HIMS vs AEP
+16.1%
-58.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.5% |
| 7D | -3.9% | +1.8% | -5.7% | -3.0% |
| 30D | -12.4% | -0.8% | -11.6% | -12.6% |
| 3M | -1.1% | -1.8% | +0.8% | -1.7% |
| 6M | +68.4% | -5.4% | +73.8% | +66.6% |
| YTD | -14.7% | +10.4% | -25.1% | -16.4% |
| 1Y | -42.4% | +18.2% | -60.6% | -39.9% |
| All | -42.4% | +16.1% | -58.5% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 1y: compounded portfolio wealth divided by compounded AEP 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…
1y analysis · Full analysis span regression · 6 months rolling