+256.4%
AEHR vs BEN
+45.3%
+211.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | +9.8% | -3.1% | +12.9% | +13.9% |
| 30D | -26.7% | +0.2% | -26.9% | -26.8% |
| 3M | -8.1% | +6.8% | -14.9% | -12.6% |
| 6M | +123.1% | +38.1% | +85.0% | +66.0% |
| YTD | +369.0% | +44.3% | +324.6% | +236.3% |
| 1Y | +256.4% | +42.6% | +213.8% | +122.7% |
| All | +256.4% | +45.3% | +211.1% | +122.7% |
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 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