+145.3%
AEHR vs DG
+45.3%
+100.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +8.5% | -15.1% | -3.5% |
| 7D | -5.7% | +12.3% | -18.0% | -1.7% |
| 30D | -41.7% | +19.3% | -61.0% | -38.6% |
| 3M | -44.6% | +11.9% | -56.5% | -41.7% |
| 6M | -28.9% | +25.0% | -53.9% | -25.2% |
| YTD | +201.3% | +8.7% | +192.6% | +227.6% |
| 1Y | +145.3% | +44.7% | +100.6% | +128.0% |
| All | +145.3% | +45.3% | +100.1% | +128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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