+228.1%
AEHR vs BEN
+42.6%
+185.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.5% | +9.6% | +8.9% |
| 7D | +6.7% | +0.2% | +6.5% | +6.6% |
| 30D | -12.7% | -0.5% | -12.1% | -12.0% |
| 3M | -26.0% | +9.7% | -35.7% | -31.5% |
| 6M | +102.2% | +33.9% | +68.3% | +50.0% |
| YTD | +327.2% | +49.0% | +278.3% | +198.2% |
| 1Y | +228.1% | +42.1% | +186.0% | +109.4% |
| All | +228.1% | +42.6% | +185.6% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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