+98.2%
AEHR vs BEN
+53.1%
+45.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.8% | +6.8% |
| 7D | +19.1% | +3.4% | +15.7% | +15.4% |
| 30D | -10.0% | +1.8% | -11.8% | -11.4% |
| 3M | +1.3% | +8.4% | -7.0% | -4.6% |
| 6M | +133.8% | +35.6% | +98.1% | +81.4% |
| YTD | +373.3% | +46.4% | +326.9% | +241.5% |
| 1Y | +256.2% | +46.3% | +209.8% | +155.2% |
| All | +98.2% | +53.1% | +45.1% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling