+484.8%
AEHR vs BEN
+465.7%
+19.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.5% | +9.6% | +11.7% |
| 7D | +6.7% | +0.2% | +6.5% | +6.8% |
| 30D | -12.7% | -0.5% | -12.1% | -12.4% |
| 3M | -26.0% | +9.7% | -35.7% | -28.0% |
| 6M | +102.2% | +33.9% | +68.3% | +83.9% |
| YTD | +327.2% | +49.0% | +278.3% | +273.1% |
| 1Y | +228.1% | +42.1% | +186.0% | +191.0% |
| 3Y | +67.0% | +51.9% | +15.2% | +45.5% |
| 5Y | +928.1% | +39.0% | +889.1% | +840.1% |
| 10Y | +3,269.5% | +57.9% | +3,211.7% | +2,738.6% |
| All | +484.8% | +465.7% | +19.1% | +278.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling