+286.3%
AEHR vs BEN
+492.7%
-206.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.4% | -7.1% | -6.8% |
| 7D | +6.4% | +6.8% | -0.4% | +3.8% |
| 30D | -20.3% | +18.0% | -38.3% | -24.9% |
| 3M | -53.8% | +7.5% | -61.3% | -54.7% |
| 6M | -44.8% | +14.7% | -59.5% | -46.7% |
| YTD | +182.2% | +56.1% | +126.1% | +143.8% |
| 1Y | +174.7% | +69.6% | +105.1% | +130.5% |
| 3Y | +143.5% | +87.7% | +55.8% | +97.9% |
| 5Y | +129.9% | +28.6% | +101.2% | +116.3% |
| 10Y | +1,786.8% | +59.8% | +1,727.0% | +1,498.6% |
| All | +286.3% | +492.7% | -206.4% | +147.0% |
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