+141.5%
HIMS vs AEP
+87.7%
+53.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -24.1% | +2.9% | -27.0% | -24.0% |
| 30D | -28.8% | +3.2% | -32.0% | -28.6% |
| 3M | -31.4% | +3.8% | -35.2% | -31.2% |
| 6M | -18.3% | +2.5% | -20.8% | -18.1% |
| YTD | -39.2% | +15.5% | -54.7% | -39.5% |
| 1Y | -45.3% | +9.6% | -54.9% | -45.3% |
| 3Y | +181.9% | +91.2% | +90.7% | +150.2% |
| All | +141.5% | +87.7% | +53.8% | +106.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling