+181.1%
AEHR vs BEN
+87.8%
+93.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | 0.0% | +10.4% | +10.4% |
| 7D | +8.1% | +7.2% | +0.9% | +2.0% |
| 30D | -15.9% | +14.1% | -30.0% | -25.6% |
| 3M | -43.9% | +9.9% | -53.8% | -48.1% |
| 6M | -37.1% | +17.4% | -54.5% | -44.3% |
| YTD | +225.8% | +57.3% | +168.5% | +122.8% |
| 1Y | +184.0% | +66.9% | +117.1% | +85.5% |
| All | +181.1% | +87.8% | +93.3% | +58.3% |
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