+3,912.3%
AEHR vs BEN
+56.6%
+3,855.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | +9.8% | -3.1% | +12.9% | +12.0% |
| 30D | -26.7% | +0.2% | -26.9% | -26.7% |
| 3M | -8.1% | +6.8% | -14.9% | -11.0% |
| 6M | +123.1% | +38.1% | +85.0% | +85.8% |
| YTD | +369.0% | +44.3% | +324.6% | +278.4% |
| 1Y | +256.4% | +42.6% | +213.8% | +188.6% |
| 3Y | +96.4% | +52.3% | +44.1% | +52.1% |
| 5Y | +836.6% | +37.6% | +799.0% | +675.5% |
| All | +3,912.3% | +56.6% | +3,855.7% | +3,215.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling